AWM
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Avior Wealth Management’s First Community Bankshares FCBC Stock Holding History

Avior Wealth Management’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$69 – 2756
2024
Q1 		$69 Buy
+2
New +$68 ﹤0.01% 3352

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management sold out of First Community Bankshares (FCBC) in Q2 2024, closing a stake of 2 shares — an estimated $69 sold.

Avior Wealth Management first reported a position in FCBC in Q1 2024 and held it in 1 quarter. The position peaked at $69 in Q1 2024. 102 funds tracked by Wall St. Rank hold FCBC as of Q2 2024.

  • Avior Wealth Management reported no remaining First Community Bankshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 First Community Bankshares shares in Q2 2024, an estimated $69.
  • Avior Wealth Management first reported a position in First Community Bankshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Community Bankshares position peaked at $69 in Q1 2024.
  • 102 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2024.

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