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Avior Wealth Management’s MetroCity Bankshares MCBS Stock Holding History

Avior Wealth Management’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$99 – 3116
2024
Q1 		$99 Buy
+4
New +$96 ﹤0.01% 3199

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Dimensional Fund Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avior Wealth Management sold out of MetroCity Bankshares (MCBS) in Q2 2024, closing a stake of 4 shares — an estimated $99 sold.

Avior Wealth Management first reported a position in MCBS in Q1 2024 and held it in 1 quarter. The position peaked at $99 in Q1 2024. 67 funds tracked by Wall St. Rank hold MCBS as of Q2 2024.

  • Avior Wealth Management reported no remaining MetroCity Bankshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 MetroCity Bankshares shares in Q2 2024, an estimated $99.
  • Avior Wealth Management first reported a position in MetroCity Bankshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MetroCity Bankshares position peaked at $99 in Q1 2024.
  • 67 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2024.

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