UBS Group
CWBC

UBS Group’s Community West BanCshares CWBC Stock Holding History

UBS Group’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,186
Closed -$33.8K – 10499
2024
Q1 		$33.8K Sell
2,186
-3,346
-60% -$50.9K ﹤0.01% 6681
2023
Q4 		$96.2K Buy
5,532
+3,344
+153% +$46.7K ﹤0.01% 6193
2023
Q3 		$28.4K Buy
2,188
+2
+0.1% +$26 ﹤0.01% 6612
2023
Q2 		$26.6K Sell
2,186
-429
-16% -$5.07K ﹤0.01% 6756
2023
Q1 		$33.1K Sell
2,615
-1,283
-33% -$18.4K ﹤0.01% 6724
2022
Q4 		$58.4K Buy
3,898
+225
+6% +$3.25K ﹤0.01% 6618
2022
Q3 		$51K Buy
3,673
+590
+19% +$8.26K ﹤0.01% 6347
2022
Q2 		$44K Sell
3,083
-570
-16% -$7.89K ﹤0.01% 6030
2022
Q1 		$52K Sell
3,653
-279
-7% -$3.88K ﹤0.01% 6468
2021
Q4 		$52K Buy
3,932
+1,456
+59% +$19K ﹤0.01% 6870
2021
Q3 		$33K Sell
2,476
-939
-27% -$12.5K ﹤0.01% 6684
2021
Q2 		$45K Buy
3,415
+1,229
+56% +$15.5K ﹤0.01% 6543
2021
Q1 		$28K Hold
2,186
– – ﹤0.01% 7086
2020
Q4 		$20K Hold
2,186
– – ﹤0.01% 6973
2020
Q3 		$18K Hold
2,186
– – ﹤0.01% 6428
2020
Q2 		$18K Sell
2,186
-223
-9% -$1.54K ﹤0.01% 6646
2020
Q1 		$14K Buy
2,409
+223
+10% +$2.19K ﹤0.01% 6757
2019
Q4 		$24K Sell
2,186
-1,154
-35% -$12.1K ﹤0.01% 6782
2019
Q3 		$33K Buy
3,340
+1,154
+53% +$11.3K ﹤0.01% 6444
2019
Q2 		$21K Sell
2,186
-455
-17% -$4.52K ﹤0.01% 6596
2019
Q1 		$27K Buy
2,641
+455
+21% +$4.64K ﹤0.01% 6052
2018
Q4 		$22K Hold
2,186
– – ﹤0.01% 6740
2018
Q3 		$26K Buy
2,186
+826
+61% +$9.97K ﹤0.01% 6656
2018
Q2 		$16K Buy
1,360
+164
+14% +$1.89K ﹤0.01% 6877
2018
Q1 		$14K Sell
1,196
-386
-24% -$4.31K ﹤0.01% 6699
2017
Q4 		$17K Buy
1,582
+386
+32% +$4.05K ﹤0.01% 6708
2017
Q3 		$12K Sell
1,196
-1,645
-58% -$16.9K ﹤0.01% 6815
2017
Q2 		$29K Buy
2,841
+292
+11% +$2.96K ﹤0.01% 6047
2017
Q1 		$26K Buy
2,549
+1,353
+113% +$13.5K ﹤0.01% 5974
2016
Q4 		$11K Sell
1,196
-1,112
-48% -$9.73K ﹤0.01% 6904
2016
Q3 		$19K Sell
2,308
-5,705
-71% -$45.5K ﹤0.01% 6369
2016
Q2 		$59K Buy
8,013
+6,499
+429% +$47.3K ﹤0.01% 5405
2016
Q1 		$10K Sell
1,514
-4,180
-73% -$29.3K ﹤0.01% 6699
2015
Q4 		$39K Buy
5,694
+4,016
+239% +$28.2K ﹤0.01% 6081
2015
Q3 		$11K Sell
1,678
-1,230
-42% -$8.32K ﹤0.01% 7251
2015
Q2 		$19K Sell
2,908
-125
-4% -$838 ﹤0.01% 6953
2015
Q1 		$20K Sell
3,033
-647
-18% -$4.33K ﹤0.01% 7016
2014
Q4 		$24K Buy
+3,680
New +$23.7K ﹤0.01% 7430

Other funds holding CWBC

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

UBS Group's CWBC Position: Q2 2024 in Review

UBS Group sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 2,186 shares — an estimated $33.8K sold.

UBS Group first reported a position in CWBC in Q4 2014 and held it in 38 quarters. The position peaked at $96.2K in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • UBS Group reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 2,186 Community West BanCshares shares in Q2 2024, an estimated $33.8K.
  • UBS Group first reported a position in Community West BanCshares in Q4 2014 and held it in 38 quarters.
  • UBS Group's Community West BanCshares position peaked at $96.2K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.