AWM
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Avior Wealth Management’s Customers Bancorp CUBI Stock Holding History

Avior Wealth Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21
Closed -$1.11K – 2607
2024
Q1 		$1.11K Buy
+21
New +$1.11K ﹤0.01% 2382

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Avior Wealth Management sold out of Customers Bancorp (CUBI) in Q2 2024, closing a stake of 21 shares — an estimated $1.11K sold.

Avior Wealth Management first reported a position in CUBI in Q1 2024 and held it in 1 quarter. The position peaked at $1.11K in Q1 2024. 224 funds tracked by Wall St. Rank hold CUBI as of Q2 2024.

  • Avior Wealth Management reported no remaining Customers Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 21 Customers Bancorp shares in Q2 2024, an estimated $1.11K.
  • Avior Wealth Management first reported a position in Customers Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Customers Bancorp position peaked at $1.11K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2024.

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