AWM
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Avior Wealth Management’s First Bank FRBA Stock Holding History

Avior Wealth Management’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$41 – 2805
2024
Q1 		$41 Buy
+3
New +$41 ﹤0.01% 3525

Other funds holding FRBA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 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

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

Avior Wealth Management sold out of First Bank (FRBA) in Q2 2024, closing a stake of 3 shares — an estimated $41 sold.

Avior Wealth Management first reported a position in FRBA in Q1 2024 and held it in 1 quarter. The position peaked at $41 in Q1 2024. 85 funds tracked by Wall St. Rank hold FRBA as of Q2 2024.

  • Avior Wealth Management reported no remaining First Bank position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 First Bank shares in Q2 2024, an estimated $41.
  • Avior Wealth Management first reported a position in First Bank in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Bank position peaked at $41 in Q1 2024.
  • 85 funds tracked by Wall St. Rank held First Bank as of Q2 2024.

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