Avion Wealth’s Mechanics Bancorp MCHB Stock Holding History

Avion Wealth’s Portfolio MCHB Stock Details MCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-32	Closed	-$1K	–	1081
2024 Q1	$1K	Buy	+32	New	+$440	﹤0.01%	967

Other funds holding MCHB

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Avion Wealth's MCHB Position: Q2 2024 in Review

Avion Wealth sold out of Mechanics Bancorp (MCHB) in Q2 2024, closing a stake of 32 shares — an estimated $1K sold.

Avion Wealth first reported a position in MCHB in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 102 funds tracked by Wall St. Rank hold MCHB as of Q2 2024.

Avion Wealth reported no remaining Mechanics Bancorp position as of Q2 2024 after selling out during the quarter.
Avion Wealth sold 32 Mechanics Bancorp shares in Q2 2024, an estimated $1K.
Avion Wealth first reported a position in Mechanics Bancorp in Q1 2024 and held it in 1 quarter.
Avion Wealth's Mechanics Bancorp position peaked at $1K in Q1 2024.
102 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.