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Avior Wealth Management’s Banner Corp BANR Stock Holding History

Avior Wealth Management’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$384 – 2402
2024
Q1 		$384 Buy
+8
New +$375 ﹤0.01% 2643
2023
Q3 		– Sell
-70
Closed -$3.06K – 1600
2023
Q2 		$3.06K Hold
70
– – ﹤0.01% 1297
2023
Q1 		$3.81K Buy
+70
New +$4.27K ﹤0.01% 1272

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Avior Wealth Management sold out of Banner Corp (BANR) in Q2 2024, closing a stake of 8 shares — an estimated $384 sold.

Avior Wealth Management first reported a position in BANR in Q1 2023 and held it in 3 quarters. The position peaked at $3.81K in Q1 2023. 192 funds tracked by Wall St. Rank hold BANR as of Q2 2024.

  • Avior Wealth Management reported no remaining Banner Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Banner Corp shares in Q2 2024, an estimated $384.
  • Avior Wealth Management first reported a position in Banner Corp in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Banner Corp position peaked at $3.81K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Banner Corp as of Q2 2024.

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