Avion Wealth’s Evans Bancorp Inc EVBN Stock Holding History

Avion Wealth’s Portfolio EVBN Stock Details EVBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19	Closed	–	–	1383
2023 Q3	$0	Buy	+19	New	+$528	﹤0.01%	1254

Other funds holding EVBN

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Avion Wealth's EVBN Position: Q4 2023 in Review

Avion Wealth sold out of Evans Bancorp Inc (EVBN) in Q4 2023, closing a stake of 19 shares.

Avion Wealth first reported a position in EVBN in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 57 funds tracked by Wall St. Rank hold EVBN as of Q4 2023.

Avion Wealth reported no remaining Evans Bancorp Inc position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 19 Evans Bancorp Inc shares in Q4 2023.
Avion Wealth first reported a position in Evans Bancorp Inc in Q3 2023 and held it in 1 quarter.
Avion Wealth's Evans Bancorp Inc position peaked at $0 in Q3 2023.
57 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2023.

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