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Avior Wealth Management’s Plumas Bancorp PLBC Stock Holding History

Avior Wealth Management’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$36 – 3326
2024
Q1 		$36 Buy
+1
New +$36 ﹤0.01% 3571

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avior Wealth Management sold out of Plumas Bancorp (PLBC) in Q2 2024, closing a stake of 1 share — an estimated $36 sold.

Avior Wealth Management first reported a position in PLBC in Q1 2024 and held it in 1 quarter. The position peaked at $36 in Q1 2024. 59 funds tracked by Wall St. Rank hold PLBC as of Q2 2024.

  • Avior Wealth Management reported no remaining Plumas Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Plumas Bancorp share in Q2 2024, an estimated $36.
  • Avior Wealth Management first reported a position in Plumas Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Plumas Bancorp position peaked at $36 in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2024.

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