Avior Wealth Management’s BayCom BCML Stock Holding History

Avior Wealth Management’s Portfolio BCML Stock Details BCML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$41	–	2420
2024 Q1	$41	Buy	+2	New	+$41	﹤0.01%	3523

Other funds holding BCML

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Avior Wealth Management sold out of BayCom (BCML) in Q2 2024, closing a stake of 2 shares — an estimated $41 sold.

Avior Wealth Management first reported a position in BCML in Q1 2024 and held it in 1 quarter. The position peaked at $41 in Q1 2024. 79 funds tracked by Wall St. Rank hold BCML as of Q2 2024.

Avior Wealth Management reported no remaining BayCom position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 2 BayCom shares in Q2 2024, an estimated $41.
Avior Wealth Management first reported a position in BayCom in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's BayCom position peaked at $41 in Q1 2024.
79 funds tracked by Wall St. Rank held BayCom as of Q2 2024.

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