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Avior Wealth Management’s Five Star Bancorp FSBC Stock Holding History

Avior Wealth Management’s Portfolio FSBC Stock Details FSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$22 – 2810
2024
Q1 		$22 Buy
+1
New +$24 ﹤0.01% 3667

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BlackRock
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Vanguard Group
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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Avior Wealth Management sold out of Five Star Bancorp (FSBC) in Q2 2024, closing a stake of 1 share — an estimated $22 sold.

Avior Wealth Management first reported a position in FSBC in Q1 2024 and held it in 1 quarter. The position peaked at $22 in Q1 2024. 84 funds tracked by Wall St. Rank hold FSBC as of Q2 2024.

  • Avior Wealth Management reported no remaining Five Star Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Five Star Bancorp share in Q2 2024, an estimated $22.
  • Avior Wealth Management first reported a position in Five Star Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Five Star Bancorp position peaked at $22 in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2024.

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