TD Private Client Wealth’s CVB Financial CVBF Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-56	Closed	-$1.14K	–	1189
2021 Q3	$1.14K	Hold	56	–	–	﹤0.01%	1085
2021 Q2	$1.15K	Hold	56	–	–	﹤0.01%	1088
2021 Q1	$1.24K	Hold	56	–	–	﹤0.01%	1045
2020 Q4	$1.09K	Hold	56	–	–	﹤0.01%	1010
2020 Q3	$931	Buy	56 +39	+229%	+$696	﹤0.01%	969
2020 Q2	$319	Hold	17	–	–	﹤0.01%	1064
2020 Q1	$341	Hold	17	–	–	﹤0.01%	998
2019 Q4	$367	Buy	+17	New	+$360	﹤0.01%	1026

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

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

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

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

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

SAM

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

CIP

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Private Client Wealth's CVBF Position: Q4 2021 in Review

TD Private Client Wealth sold out of CVB Financial (CVBF) in Q4 2021, closing a stake of 56 shares — an estimated $1.14K sold.

TD Private Client Wealth first reported a position in CVBF in Q4 2019 and held it in 8 quarters. The position peaked at $1.24K in Q1 2021. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2021.

TD Private Client Wealth reported no remaining CVB Financial position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 56 CVB Financial shares in Q4 2021, an estimated $1.14K.
TD Private Client Wealth first reported a position in CVB Financial in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's CVB Financial position peaked at $1.24K in Q1 2021.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.