AWM
MVBF icon

Axxcess Wealth Management’s MVB Financial MVBF Stock Holding History

Axxcess Wealth Management’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32,089
Closed -$893K – 649
2022
Q3 		$893K Buy
+32,089
New +$1.03M 0.08% 205

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Axxcess Wealth Management's MVBF Position: Q4 2022 in Review

Axxcess Wealth Management sold out of MVB Financial (MVBF) in Q4 2022, closing a stake of 32,089 shares — an estimated $893K sold.

Axxcess Wealth Management first reported a position in MVBF in Q3 2022 and held it in 1 quarter. The position peaked at $893K in Q3 2022. 71 funds tracked by Wall St. Rank hold MVBF as of Q4 2022.

  • Axxcess Wealth Management reported no remaining MVB Financial position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 32,089 MVB Financial shares in Q4 2022, an estimated $893K.
  • Axxcess Wealth Management first reported a position in MVB Financial in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's MVB Financial position peaked at $893K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held MVB Financial as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.