AWM
MVBF icon

AE Wealth Management’s MVB Financial MVBF Stock Holding History

AE Wealth Management’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,252
Closed -$210K – 1541
2020
Q4 		$210K Sell
9,252
-12,200
-57% -$231K ﹤0.01% 1270
2020
Q3 		$343K Hold
21,452
– – ﹤0.01% 995
2020
Q2 		$285K Buy
+21,452
New +$288K ﹤0.01% 1041

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's MVBF Position: Q1 2021 in Review

AE Wealth Management sold out of MVB Financial (MVBF) in Q1 2021, closing a stake of 9,252 shares — an estimated $210K sold.

AE Wealth Management first reported a position in MVBF in Q2 2020 and held it in 3 quarters. The position peaked at $343K in Q3 2020. 72 funds tracked by Wall St. Rank hold MVBF as of Q1 2021.

  • AE Wealth Management reported no remaining MVB Financial position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 9,252 MVB Financial shares in Q1 2021, an estimated $210K.
  • AE Wealth Management first reported a position in MVB Financial in Q2 2020 and held it in 3 quarters.
  • AE Wealth Management's MVB Financial position peaked at $343K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held MVB Financial as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.