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Avior Wealth Management’s Eagle Bancorp EGBN Stock Holding History

Avior Wealth Management’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$140 – 2694
2024
Q1 		$140 Buy
+6
New +$149 ﹤0.01% 3036

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Avior Wealth Management sold out of Eagle Bancorp (EGBN) in Q2 2024, closing a stake of 6 shares — an estimated $140 sold.

Avior Wealth Management first reported a position in EGBN in Q1 2024 and held it in 1 quarter. The position peaked at $140 in Q1 2024. 171 funds tracked by Wall St. Rank hold EGBN as of Q2 2024.

  • Avior Wealth Management reported no remaining Eagle Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Eagle Bancorp shares in Q2 2024, an estimated $140.
  • Avior Wealth Management first reported a position in Eagle Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Eagle Bancorp position peaked at $140 in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Eagle Bancorp as of Q2 2024.

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