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Avior Wealth Management’s Metropolitan Bank Holding Corp MCB Stock Holding History

Avior Wealth Management’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$77 – 3114
2024
Q1 		$77 Buy
+2
New +$88 ﹤0.01% 3301

Other funds holding MCB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Avior Wealth Management sold out of Metropolitan Bank Holding Corp (MCB) in Q2 2024, closing a stake of 2 shares — an estimated $77 sold.

Avior Wealth Management first reported a position in MCB in Q1 2024 and held it in 1 quarter. The position peaked at $77 in Q1 2024. 132 funds tracked by Wall St. Rank hold MCB as of Q2 2024.

  • Avior Wealth Management reported no remaining Metropolitan Bank Holding Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Metropolitan Bank Holding Corp shares in Q2 2024, an estimated $77.
  • Avior Wealth Management first reported a position in Metropolitan Bank Holding Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Metropolitan Bank Holding Corp position peaked at $77 in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2024.

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