TWA
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TCI Wealth Advisors’s CVB Financial CVBF Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-3
Closed -$51 – 684
2023
Q1 		$51 Sell
3
-191
-98% -$4.35K ﹤0.01% 2446
2022
Q4 		$5K Buy
194
+1
+0.5% +$27 ﹤0.01% 1526
2022
Q3 		$5K Buy
193
+10
+5% +$261 ﹤0.01% 1435
2022
Q2 		$5K Hold
183
– – ﹤0.01% 1456
2022
Q1 		$4K Hold
183
– – ﹤0.01% 1682
2021
Q4 		$4K Sell
183
-16
-8% -$328 ﹤0.01% 1787
2021
Q3 		$4K Buy
199
+17
+9% +$336 ﹤0.01% 1720
2021
Q2 		$4K Buy
182
+54
+42% +$1.18K ﹤0.01% 1550
2021
Q1 		$3K Buy
+128
New +$2.78K ﹤0.01% 1506

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCI Wealth Advisors's CVBF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 3 shares — an estimated $51 sold.

TCI Wealth Advisors first reported a position in CVBF in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 CVB Financial shares in Q2 2023, an estimated $51.
  • TCI Wealth Advisors first reported a position in CVB Financial in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's CVB Financial position peaked at $5K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.