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Avior Wealth Management’s Amerant Bancorp AMTB Stock Holding History

Avior Wealth Management’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$116 – 2326
2024
Q1 		$116 Buy
+5
New +$113 ﹤0.01% 3122

Other funds holding AMTB

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PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Avior Wealth Management's AMTB Position: Q2 2024 in Review

Avior Wealth Management sold out of Amerant Bancorp (AMTB) in Q2 2024, closing a stake of 5 shares — an estimated $116 sold.

Avior Wealth Management first reported a position in AMTB in Q1 2024 and held it in 1 quarter. The position peaked at $116 in Q1 2024. 93 funds tracked by Wall St. Rank hold AMTB as of Q2 2024.

  • Avior Wealth Management reported no remaining Amerant Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Amerant Bancorp shares in Q2 2024, an estimated $116.
  • Avior Wealth Management first reported a position in Amerant Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Amerant Bancorp position peaked at $116 in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.