AWM
PPBI

Avior Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Avior Wealth Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-888
Closed -$21.3K – 3340
2024
Q1 		$21.3K Buy
+888
New +$22.2K ﹤0.01% 1575

Other funds holding PPBI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q2 2024, closing a stake of 888 shares — an estimated $21.3K sold.

Avior Wealth Management first reported a position in PPBI in Q1 2024 and held it in 1 quarter. The position peaked at $21.3K in Q1 2024. 255 funds tracked by Wall St. Rank hold PPBI as of Q2 2024.

  • Avior Wealth Management reported no remaining Pacific Premier Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 888 Pacific Premier Bancorp shares in Q2 2024, an estimated $21.3K.
  • Avior Wealth Management first reported a position in Pacific Premier Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pacific Premier Bancorp position peaked at $21.3K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2024.

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