AWM
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Avior Wealth Management’s Byline Bancorp BY Stock Holding History

Avior Wealth Management’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$86 – 2483
2024
Q1 		$86 Buy
+4
New +$86 ﹤0.01% 3245

Other funds holding BY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Avior Wealth Management sold out of Byline Bancorp (BY) in Q2 2024, closing a stake of 4 shares — an estimated $86 sold.

Avior Wealth Management first reported a position in BY in Q1 2024 and held it in 1 quarter. The position peaked at $86 in Q1 2024. 133 funds tracked by Wall St. Rank hold BY as of Q2 2024.

  • Avior Wealth Management reported no remaining Byline Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Byline Bancorp shares in Q2 2024, an estimated $86.
  • Avior Wealth Management first reported a position in Byline Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Byline Bancorp position peaked at $86 in Q1 2024.
  • 133 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2024.

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