Avion Wealth’s Civista Bancshares CIVB Stock Holding History

Avion Wealth’s Portfolio CIVB Stock Details CIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$1K	–	1161
2023 Q4	$1K	Buy	+34	New	+$545	﹤0.01%	724

Other funds holding CIVB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Avion Wealth's CIVB Position: Q1 2024 in Review

Avion Wealth sold out of Civista Bancshares (CIVB) in Q1 2024, closing a stake of 34 shares — an estimated $1K sold.

Avion Wealth first reported a position in CIVB in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 95 funds tracked by Wall St. Rank hold CIVB as of Q1 2024.

Avion Wealth reported no remaining Civista Bancshares position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 34 Civista Bancshares shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in Civista Bancshares in Q4 2023 and held it in 1 quarter.
Avion Wealth's Civista Bancshares position peaked at $1K in Q4 2023.
95 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.