TCI Wealth Advisors’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,827
| Closed | -$120K | – | 692 |
|
|
2023
Q1 | $120K | Hold |
5,827
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $123K | Hold |
5,827
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $103K | Hold |
5,827
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $84K | Hold |
5,827
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $136K | Hold |
5,827
| – | – | 0.02% | 219 |
|
|
2021
Q4 | $121K | Hold |
5,827
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $125K | Hold |
5,827
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $117K | Hold |
5,827
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $107K | Hold |
5,827
| – | – | 0.05% | 229 |
|
|
2020
Q4 | $87K | Hold |
5,827
| – | – | 0.04% | 242 |
|
|
2020
Q3 | $72K | Hold |
5,827
| – | – | 0.03% | 252 |
|
|
2020
Q2 | $90K | Hold |
5,827
| – | – | 0.04% | 225 |
|
|
2020
Q1 | $76K | Hold |
5,827
| – | – | 0.04% | 241 |
|
|
2019
Q4 | $126K | Hold |
5,827
| – | – | 0.05% | 225 |
|
|
2019
Q3 | $119K | Hold |
5,827
| – | – | 0.05% | 189 |
|
|
2019
Q2 | $125K | Hold |
5,827
| – | – | 0.06% | 188 |
|
|
2019
Q1 | $114K | Hold |
5,827
| – | – | 0.05% | 218 |
|
|
2018
Q4 | $110K | Hold |
5,827
| – | – | 0.05% | 205 |
|
|
2018
Q3 | $126K | Hold |
5,827
| – | – | 0.05% | 205 |
|
|
2018
Q2 | $123K | Hold |
5,827
| – | – | 0.05% | 195 |
|
|
2018
Q1 | $114K | Hold |
5,827
| – | – | 0.05% | 203 |
|
|
2017
Q4 | $118K | Hold |
5,827
| – | – | 0.05% | 208 |
|
|
2017
Q3 | $130K | Hold |
5,827
| – | – | 0.06% | 177 |
|
|
2017
Q2 | $129K | Hold |
5,827
| – | – | 0.07% | 176 |
|
|
2017
Q1 | $119K | Hold |
5,827
| – | – | 0.06% | 195 |
|
|
2016
Q4 | $116K | Hold |
5,827
| – | – | 0.06% | 209 |
|
|
2016
Q3 | $92K | Hold |
5,827
| – | – | 0.05% | 219 |
|
|
2016
Q2 | $82K | Hold |
5,827
| – | – | 0.05% | 232 |
|
|
2016
Q1 | $65K | Hold |
5,827
| – | – | 0.04% | 261 |
|
|
2015
Q4 | $70K | Hold |
5,827
| – | – | 0.04% | 251 |
|
|
2015
Q3 | $71K | Hold |
5,827
| – | – | 0.04% | 233 |
|
|
2015
Q2 | $69K | Hold |
5,827
| – | – | 0.04% | 238 |
|
|
2015
Q1 | $64K | Hold |
5,827
| – | – | 0.04% | 217 |
|
|
2014
Q4 | $65K | Hold |
5,827
| – | – | 0.04% | 220 |
|
|
2014
Q3 | $67K | Hold |
5,827
| – | – | 0.04% | 211 |
|
|
2014
Q2 | $76K | Hold |
5,827
| – | – | 0.05% | 205 |
|
|
2014
Q1 | $67K | Hold |
5,827
| – | – | 0.04% | 201 |
|
|
2013
Q4 | $66K | Hold |
5,827
| – | – | 0.04% | 212 |
|
|
2013
Q3 | $59K | Sell |
5,827
-3,100
| -35% | -$30.8K | 0.04% | 198 |
|
|
2013
Q2 | $90K | Buy |
+8,927
| New | +$79.2K | 0.07% | 162 |
|
Other funds holding CWBC
FL
PMG
SFM
TCI Wealth Advisors's CWBC Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Community West Bancshares (CWBC) in Q2 2023, closing a stake of 5,827 shares — an estimated $120K sold.
TCI Wealth Advisors first reported a position in CWBC in Q2 2013 and held it in 40 quarters. The position peaked at $136K in Q1 2022. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2023.
- TCI Wealth Advisors reported no remaining Community West Bancshares position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 5,827 Community West Bancshares shares in Q2 2023, an estimated $120K.
- TCI Wealth Advisors first reported a position in Community West Bancshares in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Community West Bancshares position peaked at $136K in Q1 2022.
- 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.