AWM
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Avior Wealth Management’s Business First Bancshares BFST Stock Holding History

Avior Wealth Management’s Portfolio BFST Stock Details BFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$133 – 2430
2024
Q1 		$133 Buy
+6
New +$134 ﹤0.01% 3058

Other funds holding BFST

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avior Wealth Management sold out of Business First Bancshares (BFST) in Q2 2024, closing a stake of 6 shares — an estimated $133 sold.

Avior Wealth Management first reported a position in BFST in Q1 2024 and held it in 1 quarter. The position peaked at $133 in Q1 2024. 112 funds tracked by Wall St. Rank hold BFST as of Q2 2024.

  • Avior Wealth Management reported no remaining Business First Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Business First Bancshares shares in Q2 2024, an estimated $133.
  • Avior Wealth Management first reported a position in Business First Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Business First Bancshares position peaked at $133 in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Business First Bancshares as of Q2 2024.

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