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Avior Wealth Management’s Shore Bancshares SHBI Stock Holding History

Avior Wealth Management’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$80 – 3483
2024
Q1 		$80 Buy
+7
New +$84 ﹤0.01% 3282

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

Avior Wealth Management sold out of Shore Bancshares (SHBI) in Q2 2024, closing a stake of 7 shares — an estimated $80 sold.

Avior Wealth Management first reported a position in SHBI in Q1 2024 and held it in 1 quarter. The position peaked at $80 in Q1 2024. 112 funds tracked by Wall St. Rank hold SHBI as of Q2 2024.

  • Avior Wealth Management reported no remaining Shore Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Shore Bancshares shares in Q2 2024, an estimated $80.
  • Avior Wealth Management first reported a position in Shore Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Shore Bancshares position peaked at $80 in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2024.

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