Lindbrook Capital’s MVB Financial MVBF Stock Holding History

Lindbrook Capital’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	-19	Closed	-$1K	–	2941
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	2414
2022 Q2	$1K	Buy	+19	New	+$717	﹤0.01%	2301

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

ECA

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 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

BCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lindbrook Capital's MVBF Position: Q4 2022 in Review

Lindbrook Capital sold out of MVB Financial (MVBF) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in MVBF in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 71 funds tracked by Wall St. Rank hold MVBF as of Q4 2022.

Lindbrook Capital reported no remaining MVB Financial position as of Q4 2022 after selling out during the quarter.
Lindbrook Capital sold 19 MVB Financial shares in Q4 2022, an estimated $1K.
Lindbrook Capital first reported a position in MVB Financial in Q2 2022 and held it in 2 quarters.
Lindbrook Capital's MVB Financial position peaked at $1K in Q3 2022.
71 funds tracked by Wall St. Rank held MVB Financial as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.