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Avior Wealth Management’s Third Coast Bancshares TCBX Stock Holding History

Avior Wealth Management’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$40 – 3574
2024
Q1 		$40 Buy
+2
New +$39 ﹤0.01% 3538

Other funds holding TCBX

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 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

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

Avior Wealth Management sold out of Third Coast Bancshares (TCBX) in Q2 2024, closing a stake of 2 shares — an estimated $40 sold.

Avior Wealth Management first reported a position in TCBX in Q1 2024 and held it in 1 quarter. The position peaked at $40 in Q1 2024. 81 funds tracked by Wall St. Rank hold TCBX as of Q2 2024.

  • Avior Wealth Management reported no remaining Third Coast Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Third Coast Bancshares shares in Q2 2024, an estimated $40.
  • Avior Wealth Management first reported a position in Third Coast Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Third Coast Bancshares position peaked at $40 in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2024.

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