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Aviso Wealth Management’s Banc of California BANC Stock Holding History

Aviso Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,681
Closed -$143K – 151
2023
Q4 		$143K Buy
+10,681
New +$132K 0.1% 144

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Aviso Wealth Management's BANC Position: Q1 2024 in Review

Aviso Wealth Management sold out of Banc of California (BANC) in Q1 2024, closing a stake of 10,681 shares — an estimated $143K sold.

Aviso Wealth Management first reported a position in BANC in Q4 2023 and held it in 1 quarter. The position peaked at $143K in Q4 2023. 273 funds tracked by Wall St. Rank hold BANC as of Q1 2024.

  • Aviso Wealth Management reported no remaining Banc of California position as of Q1 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 10,681 Banc of California shares in Q1 2024, an estimated $143K.
  • Aviso Wealth Management first reported a position in Banc of California in Q4 2023 and held it in 1 quarter.
  • Aviso Wealth Management's Banc of California position peaked at $143K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Banc of California as of Q1 2024.

Based on Aviso Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.