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Avior Wealth Management’s National Bank Holdings NBHC Stock Holding History

Avior Wealth Management’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$252 – 3174
2024
Q1 		$252 Buy
+7
New +$243 ﹤0.01% 2786

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T. Rowe Price Investment Management
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Dimensional Fund Advisors
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Avior Wealth Management sold out of National Bank Holdings (NBHC) in Q2 2024, closing a stake of 7 shares — an estimated $252 sold.

Avior Wealth Management first reported a position in NBHC in Q1 2024 and held it in 1 quarter. The position peaked at $252 in Q1 2024. 148 funds tracked by Wall St. Rank hold NBHC as of Q2 2024.

  • Avior Wealth Management reported no remaining National Bank Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 National Bank Holdings shares in Q2 2024, an estimated $252.
  • Avior Wealth Management first reported a position in National Bank Holdings in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's National Bank Holdings position peaked at $252 in Q1 2024.
  • 148 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2024.

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