Avior Wealth Management’s Origin Bancorp OBK Stock Holding History

Avior Wealth Management’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$187	–	3232
2024 Q1	$187	Buy	+6	New	+$186	﹤0.01%	2901

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

Avior Wealth Management sold out of Origin Bancorp (OBK) in Q2 2024, closing a stake of 6 shares — an estimated $187 sold.

Avior Wealth Management first reported a position in OBK in Q1 2024 and held it in 1 quarter. The position peaked at $187 in Q1 2024. 157 funds tracked by Wall St. Rank hold OBK as of Q2 2024.

Avior Wealth Management reported no remaining Origin Bancorp position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 6 Origin Bancorp shares in Q2 2024, an estimated $187.
Avior Wealth Management first reported a position in Origin Bancorp in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Origin Bancorp position peaked at $187 in Q1 2024.
157 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2024.

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