VitalStone Financial’s CVB Financial CVBF Stock Holding History

VitalStone Financial’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
2023 Q1	–	Sell	-366	Closed	-$9K	–	396
2022 Q4	$9K	Buy	+366	New	+$9.97K	0.01%	357

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VitalStone Financial's CVBF Position: Q1 2023 in Review

VitalStone Financial sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 366 shares — an estimated $9K sold.

VitalStone Financial first reported a position in CVBF in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

VitalStone Financial reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
VitalStone Financial sold 366 CVB Financial shares in Q1 2023, an estimated $9K.
VitalStone Financial first reported a position in CVB Financial in Q4 2022 and held it in 1 quarter.
VitalStone Financial's CVB Financial position peaked at $9K in Q4 2022.
238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on VitalStone Financial's 13F filing for Q1 2023, filed 12 May 2023.