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Avior Wealth Management’s FVCBankcorp FVCB Stock Holding History

Avior Wealth Management’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$12 – 2817
2024
Q1 		$12 Buy
+1
New +$12 ﹤0.01% 3756
2023
Q4 		– Sell
-456
Closed -$5.84K – 1587
2023
Q3 		$5.84K Buy
+456
New +$5.46K ﹤0.01% 1144

Other funds holding FVCB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Avior Wealth Management sold out of FVCBankcorp (FVCB) in Q2 2024, closing a stake of 1 share — an estimated $12 sold.

Avior Wealth Management first reported a position in FVCB in Q3 2023 and held it in 2 quarters. The position peaked at $5.84K in Q3 2023. 67 funds tracked by Wall St. Rank hold FVCB as of Q2 2024.

  • Avior Wealth Management reported no remaining FVCBankcorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 FVCBankcorp share in Q2 2024, an estimated $12.
  • Avior Wealth Management first reported a position in FVCBankcorp in Q3 2023 and held it in 2 quarters.
  • Avior Wealth Management's FVCBankcorp position peaked at $5.84K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2024.

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