AWM
MCHB

Avior Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

Avior Wealth Management’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$120 – 2906
2024
Q1 		$120 Sell
8
-386
-98% -$5.3K ﹤0.01% 3107
2023
Q4 		$4.06K Buy
+394
New +$2.72K ﹤0.01% 1200

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

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

Avior Wealth Management sold out of Mechanics Bancorp (MCHB) in Q2 2024, closing a stake of 8 shares — an estimated $120 sold.

Avior Wealth Management first reported a position in MCHB in Q4 2023 and held it in 2 quarters. The position peaked at $4.06K in Q4 2023. 102 funds tracked by Wall St. Rank hold MCHB as of Q2 2024.

  • Avior Wealth Management reported no remaining Mechanics Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Mechanics Bancorp shares in Q2 2024, an estimated $120.
  • Avior Wealth Management first reported a position in Mechanics Bancorp in Q4 2023 and held it in 2 quarters.
  • Avior Wealth Management's Mechanics Bancorp position peaked at $4.06K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2024.

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