WAP
CWBC

Wealthcare Advisory Partners’s Community West Bancshares CWBC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-1,300
Closed -$24K – 826
2021
Q1 		$24K Buy
+1,300
New +$22.7K ﹤0.01% 1135

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KCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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BCM
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FCM
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State of Wisconsin Investment Board
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Wealthcare Advisory Partners's CWBC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Community West Bancshares (CWBC) in Q2 2021, closing a stake of 1,300 shares — an estimated $24K sold.

Wealthcare Advisory Partners first reported a position in CWBC in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Community West Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,300 Community West Bancshares shares in Q2 2021, an estimated $24K.
  • Wealthcare Advisory Partners first reported a position in Community West Bancshares in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Community West Bancshares position peaked at $24K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.