Tarbox Family Office’s CVB Financial CVBF Stock Holding History

Tarbox Family Office’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-35	Closed	-$1K	–	1153
2020 Q3	$1K	Sell	35 -29	-45%	-$518	﹤0.01%	944
2020 Q2	$1K	Buy	+64	New	+$1.22K	﹤0.01%	940

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Tarbox Family Office's CVBF Position: Q4 2020 in Review

Tarbox Family Office sold out of CVB Financial (CVBF) in Q4 2020, closing a stake of 35 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in CVBF in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 187 funds tracked by Wall St. Rank hold CVBF as of Q4 2020.

Tarbox Family Office reported no remaining CVB Financial position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 35 CVB Financial shares in Q4 2020, an estimated $1K.
Tarbox Family Office first reported a position in CVB Financial in Q2 2020 and held it in 2 quarters.
Tarbox Family Office's CVB Financial position peaked at $1K in Q3 2020.
187 funds tracked by Wall St. Rank held CVB Financial as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.