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Avior Wealth Management’s Southside Bancshares SBSI Stock Holding History

Avior Wealth Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$233 – 3456
2024
Q1 		$233 Buy
+8
New +$238 ﹤0.01% 2812

Other funds holding SBSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 8 shares — an estimated $233 sold.

Avior Wealth Management first reported a position in SBSI in Q1 2024 and held it in 1 quarter. The position peaked at $233 in Q1 2024. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • Avior Wealth Management reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Southside Bancshares shares in Q2 2024, an estimated $233.
  • Avior Wealth Management first reported a position in Southside Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Southside Bancshares position peaked at $233 in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

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