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Avior Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Avior Wealth Management’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$172 – 3110
2024
Q1 		$172 Buy
+4
New +$167 ﹤0.01% 2940

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American Century Companies
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Avior Wealth Management's MBIN Position: Q2 2024 in Review

Avior Wealth Management sold out of Merchants Bancorp (MBIN) in Q2 2024, closing a stake of 4 shares — an estimated $172 sold.

Avior Wealth Management first reported a position in MBIN in Q1 2024 and held it in 1 quarter. The position peaked at $172 in Q1 2024. 174 funds tracked by Wall St. Rank hold MBIN as of Q2 2024.

  • Avior Wealth Management reported no remaining Merchants Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Merchants Bancorp shares in Q2 2024, an estimated $172.
  • Avior Wealth Management first reported a position in Merchants Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Merchants Bancorp position peaked at $172 in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2024.

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