AWM
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Avior Wealth Management’s Old Second Bancorp OSBC Stock Holding History

Avior Wealth Management’s Portfolio OSBC Stock Details OSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$124 – 3268
2024
Q1 		$124 Buy
+9
New +$126 ﹤0.01% 3096

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avior Wealth Management sold out of Old Second Bancorp (OSBC) in Q2 2024, closing a stake of 9 shares — an estimated $124 sold.

Avior Wealth Management first reported a position in OSBC in Q1 2024 and held it in 1 quarter. The position peaked at $124 in Q1 2024. 153 funds tracked by Wall St. Rank hold OSBC as of Q2 2024.

  • Avior Wealth Management reported no remaining Old Second Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Old Second Bancorp shares in Q2 2024, an estimated $124.
  • Avior Wealth Management first reported a position in Old Second Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Old Second Bancorp position peaked at $124 in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2024.

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