VFA
CWBC

Valeo Financial Advisors’s Community West Bancshares CWBC Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-1,957
Closed -$30K – 1712
2020
Q2 		$30K Hold
1,957
– – ﹤0.01% 918
2020
Q1 		$24K Hold
1,957
– – ﹤0.01% 840
2019
Q4 		$42K Hold
1,957
– – ﹤0.01% 713
2019
Q3 		$40K Buy
1,957
+996
+104% +$20.4K ﹤0.01% 670
2019
Q2 		$21K Buy
+961
New +$19.2K ﹤0.01% 825

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's CWBC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Community West Bancshares (CWBC) in Q3 2020, closing a stake of 1,957 shares — an estimated $30K sold.

Valeo Financial Advisors first reported a position in CWBC in Q2 2019 and held it in 5 quarters. The position peaked at $42K in Q4 2019. 75 funds tracked by Wall St. Rank hold CWBC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Community West Bancshares position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,957 Community West Bancshares shares in Q3 2020, an estimated $30K.
  • Valeo Financial Advisors first reported a position in Community West Bancshares in Q2 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Community West Bancshares position peaked at $42K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.