AWM
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Avior Wealth Management’s Farmers & Merchants Bancorp FMAO Stock Holding History

Avior Wealth Management’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$44 – 2787
2024
Q1 		$44 Buy
+2
New +$43 ﹤0.01% 3502

Other funds holding FMAO

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $239M AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Avior Wealth Management sold out of Farmers & Merchants Bancorp (FMAO) in Q2 2024, closing a stake of 2 shares — an estimated $44 sold.

Avior Wealth Management first reported a position in FMAO in Q1 2024 and held it in 1 quarter. The position peaked at $44 in Q1 2024. 63 funds tracked by Wall St. Rank hold FMAO as of Q2 2024.

  • Avior Wealth Management reported no remaining Farmers & Merchants Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Farmers & Merchants Bancorp shares in Q2 2024, an estimated $44.
  • Avior Wealth Management first reported a position in Farmers & Merchants Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Farmers & Merchants Bancorp position peaked at $44 in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q2 2024.

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