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Avion Wealth’s Bank First Corp BFC Stock Holding History

Avion Wealth’s Portfolio BFC Stock Details BFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed – – 1085
2023
Q3 		$0 Buy
+6
New +$491 ﹤0.01% 820

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's BFC Position: Q4 2023 in Review

Avion Wealth sold out of Bank First Corp (BFC) in Q4 2023, closing a stake of 6 shares.

Avion Wealth first reported a position in BFC in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 105 funds tracked by Wall St. Rank hold BFC as of Q4 2023.

  • Avion Wealth reported no remaining Bank First Corp position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 6 Bank First Corp shares in Q4 2023.
  • Avion Wealth first reported a position in Bank First Corp in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's Bank First Corp position peaked at $0 in Q3 2023.
  • 105 funds tracked by Wall St. Rank held Bank First Corp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.