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MVBF icon

Denali Advisors’s MVB Financial MVBF Stock Holding History

Denali 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
2023
Q1 		– Sell
-2,200
Closed -$48.4K – 475
2022
Q4 		$48.4K Buy
2,200
+1,200
+120% +$29.3K 0.02% 228
2022
Q3 		$28K Buy
1,000
+300
+43% +$9.64K 0.01% 266
2022
Q2 		$22K Buy
+700
New +$26.4K 0.01% 298
2021
Q1 		– Sell
-790
Closed -$18K – 401
2020
Q4 		$18K Buy
+790
New +$15K ﹤0.01% 317

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
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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Denali Advisors's MVBF Position: Q1 2023 in Review

Denali Advisors sold out of MVB Financial (MVBF) in Q1 2023, closing a stake of 2,200 shares — an estimated $48.4K sold.

Denali Advisors first reported a position in MVBF in Q4 2020 and held it in 4 quarters. The position peaked at $48.4K in Q4 2022. 78 funds tracked by Wall St. Rank hold MVBF as of Q1 2023.

  • Denali Advisors reported no remaining MVB Financial position as of Q1 2023 after selling out during the quarter.
  • Denali Advisors sold 2,200 MVB Financial shares in Q1 2023, an estimated $48.4K.
  • Denali Advisors first reported a position in MVB Financial in Q4 2020 and held it in 4 quarters.
  • Denali Advisors's MVB Financial position peaked at $48.4K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held MVB Financial as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.