Avior Wealth Management
FBIZ icon

Avior Wealth Management’s First Business Financial Services FBIZ Stock Holding History

Avior Wealth Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$75 – 2750
2024
Q1 		$75 Buy
+2
New +$72 ﹤0.01% 3310

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FBFS
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PRCP
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Avior Wealth Management's FBIZ Position: Q2 2024 in Review

Avior Wealth Management sold out of First Business Financial Services (FBIZ) in Q2 2024, closing a stake of 2 shares — an estimated $75 sold.

Avior Wealth Management first reported a position in FBIZ in Q1 2024 and held it in 1 quarter. The position peaked at $75 in Q1 2024. 88 funds tracked by Wall St. Rank hold FBIZ as of Q2 2024.

  • Avior Wealth Management reported no remaining First Business Financial Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 First Business Financial Services shares in Q2 2024, an estimated $75.
  • Avior Wealth Management first reported a position in First Business Financial Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Business Financial Services position peaked at $75 in Q1 2024.
  • 88 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2024.

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