BCM
MVBF icon

BHZ Capital Management’s MVB Financial MVBF Stock Holding History

BHZ Capital 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
2023
Q3 		– Sell
-12,924
Closed -$272K – 69
2023
Q2 		$272K Buy
+12,924
New +$243K 0.19% 66

Other funds holding MVBF

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BHZ Capital Management's MVBF Position: Q3 2023 in Review

BHZ Capital Management sold out of MVB Financial (MVBF) in Q3 2023, closing a stake of 12,924 shares — an estimated $272K sold.

BHZ Capital Management first reported a position in MVBF in Q2 2023 and held it in 1 quarter. The position peaked at $272K in Q2 2023. 69 funds tracked by Wall St. Rank hold MVBF as of Q3 2023.

  • BHZ Capital Management reported no remaining MVB Financial position as of Q3 2023 after selling out during the quarter.
  • BHZ Capital Management sold 12,924 MVB Financial shares in Q3 2023, an estimated $272K.
  • BHZ Capital Management first reported a position in MVB Financial in Q2 2023 and held it in 1 quarter.
  • BHZ Capital Management's MVB Financial position peaked at $272K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held MVB Financial as of Q3 2023.

Based on BHZ Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.