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Avior Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Avior Wealth Management’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$17 – 3008
2024
Q1 		$17 Buy
+1
New +$19 ﹤0.01% 3711

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Avior Wealth Management sold out of John Marshall Bancorp (JMSB) in Q2 2024, closing a stake of 1 share — an estimated $17 sold.

Avior Wealth Management first reported a position in JMSB in Q1 2024 and held it in 1 quarter. The position peaked at $17 in Q1 2024. 52 funds tracked by Wall St. Rank hold JMSB as of Q2 2024.

  • Avior Wealth Management reported no remaining John Marshall Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 John Marshall Bancorp share in Q2 2024, an estimated $17.
  • Avior Wealth Management first reported a position in John Marshall Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's John Marshall Bancorp position peaked at $17 in Q1 2024.
  • 52 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2024.

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