AWM
MBC icon

Avior Wealth Management’s MasterBrand MBC Stock Holding History

Avior Wealth Management’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-199
Closed -$3.73K – 3110
2024
Q1 		$3.73K Buy
+199
New +$3.15K ﹤0.01% 2156
2023
Q1 		– Sell
-7
Closed -$52 – 1656
2022
Q4 		$52 Buy
+7
New +$57 ﹤0.01% 1256

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GCM
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Pacer Advisors
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return