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Avior Wealth Management’s TriCo Bancshares TCBK Stock Holding History

Avior Wealth Management’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$183 – 3573
2024
Q1 		$183 Buy
+5
New +$182 ﹤0.01% 2911

Other funds holding TCBK

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avior Wealth Management sold out of TriCo Bancshares (TCBK) in Q2 2024, closing a stake of 5 shares — an estimated $183 sold.

Avior Wealth Management first reported a position in TCBK in Q1 2024 and held it in 1 quarter. The position peaked at $183 in Q1 2024. 138 funds tracked by Wall St. Rank hold TCBK as of Q2 2024.

  • Avior Wealth Management reported no remaining TriCo Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 TriCo Bancshares shares in Q2 2024, an estimated $183.
  • Avior Wealth Management first reported a position in TriCo Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's TriCo Bancshares position peaked at $183 in Q1 2024.
  • 138 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2024.

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