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Avior Wealth Management’s Horizon Bancorp HBNC Stock Holding History

Avior Wealth Management’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$179 – 2883
2024
Q1 		$179 Buy
+14
New +$179 ﹤0.01% 2922

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SC
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PCA
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Avior Wealth Management sold out of Horizon Bancorp (HBNC) in Q2 2024, closing a stake of 14 shares — an estimated $179 sold.

Avior Wealth Management first reported a position in HBNC in Q1 2024 and held it in 1 quarter. The position peaked at $179 in Q1 2024. 160 funds tracked by Wall St. Rank hold HBNC as of Q2 2024.

  • Avior Wealth Management reported no remaining Horizon Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 Horizon Bancorp shares in Q2 2024, an estimated $179.
  • Avior Wealth Management first reported a position in Horizon Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Horizon Bancorp position peaked at $179 in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2024.

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