USA Financial Formulas’s CVB Financial CVBF Stock Holding History

USA Financial Formulas’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
2022 Q3	–	Sell	-9,446	Closed	-$234K	–	325
2022 Q2	$234K	Buy	+9,446	New	+$226K	0.29%	64

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

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

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

SAM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USA Financial Formulas's CVBF Position: Q3 2022 in Review

USA Financial Formulas sold out of CVB Financial (CVBF) in Q3 2022, closing a stake of 9,446 shares — an estimated $234K sold.

USA Financial Formulas first reported a position in CVBF in Q2 2022 and held it in 1 quarter. The position peaked at $234K in Q2 2022. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

USA Financial Formulas reported no remaining CVB Financial position as of Q3 2022 after selling out during the quarter.
USA Financial Formulas sold 9,446 CVB Financial shares in Q3 2022, an estimated $234K.
USA Financial Formulas first reported a position in CVB Financial in Q2 2022 and held it in 1 quarter.
USA Financial Formulas's CVB Financial position peaked at $234K in Q2 2022.
237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.