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TFO Wealth Partners’s CVB Financial CVBF Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-8
Closed -$143 – 226
2024
Q1 		$143 Hold
8
– – ﹤0.01% 575
2023
Q4 		$162 Hold
8
– – ﹤0.01% 703
2023
Q3 		$106 Hold
8
– – ﹤0.01% 964
2023
Q2 		$106 Hold
8
– – ﹤0.01% 652
2023
Q1 		$133 Sell
8
-11
-58% -$251 ﹤0.01% 585
2022
Q4 		$589 Buy
+19
New +$518 ﹤0.01% 457

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TFO Wealth Partners's CVBF Position: Q2 2024 in Review

TFO Wealth Partners sold out of CVB Financial (CVBF) in Q2 2024, closing a stake of 8 shares — an estimated $143 sold.

TFO Wealth Partners first reported a position in CVBF in Q4 2022 and held it in 6 quarters. The position peaked at $589 in Q4 2022. 220 funds tracked by Wall St. Rank hold CVBF as of Q2 2024.

  • TFO Wealth Partners reported no remaining CVB Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 CVB Financial shares in Q2 2024, an estimated $143.
  • TFO Wealth Partners first reported a position in CVB Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's CVB Financial position peaked at $589 in Q4 2022.
  • 220 funds tracked by Wall St. Rank held CVB Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.