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IndexIQ Advisors’s MVB Financial MVBF Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-12,494
Closed -$519K – 1438
2021
Q4 		$519K Sell
12,494
-808
-6% -$34.1K 0.02% 534
2021
Q3 		$570K Buy
13,302
+1,333
+11% +$54.3K 0.02% 470
2021
Q2 		$511K Buy
11,969
+35
+0.3% +$1.43K 0.02% 448
2021
Q1 		$403K Buy
+11,934
New +$334K 0.01% 627

Other funds holding MVBF

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IndexIQ Advisors's MVBF Position: Q1 2022 in Review

IndexIQ Advisors sold out of MVB Financial (MVBF) in Q1 2022, closing a stake of 12,494 shares — an estimated $519K sold.

IndexIQ Advisors first reported a position in MVBF in Q1 2021 and held it in 4 quarters. The position peaked at $570K in Q3 2021. 75 funds tracked by Wall St. Rank hold MVBF as of Q1 2022.

  • IndexIQ Advisors reported no remaining MVB Financial position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 12,494 MVB Financial shares in Q1 2022, an estimated $519K.
  • IndexIQ Advisors first reported a position in MVB Financial in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's MVB Financial position peaked at $570K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held MVB Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.