AWM
MVBF icon

Avior Wealth Management’s MVB Financial MVBF Stock Holding History

Avior Wealth Management’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$22 – 3163
2024
Q1 		$22 Buy
+1
New +$22 ﹤0.01% 3668

Other funds holding MVBF

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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Avior Wealth Management sold out of MVB Financial (MVBF) in Q2 2024, closing a stake of 1 share — an estimated $22 sold.

Avior Wealth Management first reported a position in MVBF in Q1 2024 and held it in 1 quarter. The position peaked at $22 in Q1 2024. 79 funds tracked by Wall St. Rank hold MVBF as of Q2 2024.

  • Avior Wealth Management reported no remaining MVB Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 MVB Financial share in Q2 2024, an estimated $22.
  • Avior Wealth Management first reported a position in MVB Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MVB Financial position peaked at $22 in Q1 2024.
  • 79 funds tracked by Wall St. Rank held MVB Financial as of Q2 2024.

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