WC
CWBC

Walthausen & Co’s Community West Bancshares CWBC Stock Holding History

Walthausen & Co’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
2022
Q3 		– Sell
-48,220
Closed -$699K – 103
2022
Q2 		$699K Sell
48,220
-51,656
-52% -$946K 0.31% 137
2022
Q1 		$2.33M Buy
99,876
+700
+0.7% +$16K 0.66% 84
2021
Q4 		$2.06M Sell
99,176
-9,670
-9% -$206K 0.54% 117
2021
Q3 		$2.34M Sell
108,846
-25,150
-19% -$542K 0.59% 97
2021
Q2 		$2.7M Hold
133,996
– – 0.6% 87
2021
Q1 		$2.47M Buy
133,996
+8,380
+7% +$146K 0.52% 95
2020
Q4 		$1.87M Buy
125,616
+10,070
+9% +$144K 0.51% 101
2020
Q3 		$1.43M Buy
115,546
+25,110
+28% +$326K 0.3% 106
2020
Q2 		$1.39M Hold
90,436
– – 0.28% 102
2020
Q1 		$1.18M Buy
90,436
+6,060
+7% +$108K 0.25% 102
2019
Q4 		$1.83M Buy
84,376
+5,830
+7% +$122K 0.24% 103
2019
Q3 		$1.6M Hold
78,546
– – 0.22% 99
2019
Q2 		$1.69M Hold
78,546
– – 0.22% 102
2019
Q1 		$1.54M Buy
78,546
+11,420
+17% +$224K 0.2% 101
2018
Q4 		$1.27M Buy
67,126
+5,480
+9% +$109K 0.18% 116
2018
Q3 		$1.33M Buy
+61,646
New +$1.33M 0.13% 119

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Walthausen & Co's CWBC Position: Q3 2022 in Review

Walthausen & Co sold out of Community West Bancshares (CWBC) in Q3 2022, closing a stake of 48,220 shares — an estimated $699K sold.

Walthausen & Co first reported a position in CWBC in Q3 2018 and held it in 16 quarters. The position peaked at $2.7M in Q2 2021. 59 funds tracked by Wall St. Rank hold CWBC as of Q3 2022.

  • Walthausen & Co reported no remaining Community West Bancshares position as of Q3 2022 after selling out during the quarter.
  • Walthausen & Co sold 48,220 Community West Bancshares shares in Q3 2022, an estimated $699K.
  • Walthausen & Co first reported a position in Community West Bancshares in Q3 2018 and held it in 16 quarters.
  • Walthausen & Co's Community West Bancshares position peaked at $2.7M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.