Crewe Advisors’s MVB Financial MVBF Stock Holding History

Crewe Advisors’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
2024 Q1	–	Sell	-104	Closed	-$2.35K	–	984
2023 Q4	$2.35K	Buy	+104	New	+$2.2K	﹤0.01%	288

Other funds holding MVBF

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's MVBF Position: Q1 2024 in Review

Crewe Advisors sold out of MVB Financial (MVBF) in Q1 2024, closing a stake of 104 shares — an estimated $2.35K sold.

Crewe Advisors first reported a position in MVBF in Q4 2023 and held it in 1 quarter. The position peaked at $2.35K in Q4 2023. 79 funds tracked by Wall St. Rank hold MVBF as of Q1 2024.

Crewe Advisors reported no remaining MVB Financial position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 104 MVB Financial shares in Q1 2024, an estimated $2.35K.
Crewe Advisors first reported a position in MVB Financial in Q4 2023 and held it in 1 quarter.
Crewe Advisors's MVB Financial position peaked at $2.35K in Q4 2023.
79 funds tracked by Wall St. Rank held MVB Financial as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.