AWM
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Avior Wealth Management’s Virginia National Bankshares VABK Stock Holding History

Avior Wealth Management’s Portfolio VABK Stock Details VABK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$60 – 3674
2024
Q1 		$60 Buy
+2
New +$63 ﹤0.01% 3410

Other funds holding VABK

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avior Wealth Management sold out of Virginia National Bankshares (VABK) in Q2 2024, closing a stake of 2 shares — an estimated $60 sold.

Avior Wealth Management first reported a position in VABK in Q1 2024 and held it in 1 quarter. The position peaked at $60 in Q1 2024. 69 funds tracked by Wall St. Rank hold VABK as of Q2 2024.

  • Avior Wealth Management reported no remaining Virginia National Bankshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Virginia National Bankshares shares in Q2 2024, an estimated $60.
  • Avior Wealth Management first reported a position in Virginia National Bankshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Virginia National Bankshares position peaked at $60 in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q2 2024.

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