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Avior Wealth Management’s Blue Ridge Bankshares BRBS Stock Holding History

Avior Wealth Management’s Portfolio BRBS Stock Details BRBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$5 – 2463
2024
Q1 		$5 Buy
+2
New +$5 ﹤0.01% 3805

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BFC
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EPCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

Avior Wealth Management sold out of Blue Ridge Bankshares (BRBS) in Q2 2024, closing a stake of 2 shares — an estimated $5 sold.

Avior Wealth Management first reported a position in BRBS in Q1 2024 and held it in 1 quarter. The position peaked at $5 in Q1 2024. 79 funds tracked by Wall St. Rank hold BRBS as of Q2 2024.

  • Avior Wealth Management reported no remaining Blue Ridge Bankshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Blue Ridge Bankshares shares in Q2 2024, an estimated $5.
  • Avior Wealth Management first reported a position in Blue Ridge Bankshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Blue Ridge Bankshares position peaked at $5 in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2024.

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