Avion Wealth’s Warrior Met Coal HCC Stock Holding History

Avion Wealth’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-58	Closed	-$1K	–	364
2020 Q4	$1K	Buy	+58	New	+$1.02K	﹤0.01%	331

Other funds holding HCC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Avion Wealth's HCC Position: Q1 2021 in Review

Avion Wealth sold out of Warrior Met Coal (HCC) in Q1 2021, closing a stake of 58 shares — an estimated $1K sold.

Avion Wealth first reported a position in HCC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 147 funds tracked by Wall St. Rank hold HCC as of Q1 2021.

Avion Wealth reported no remaining Warrior Met Coal position as of Q1 2021 after selling out during the quarter.
Avion Wealth sold 58 Warrior Met Coal shares in Q1 2021, an estimated $1K.
Avion Wealth first reported a position in Warrior Met Coal in Q4 2020 and held it in 1 quarter.
Avion Wealth's Warrior Met Coal position peaked at $1K in Q4 2020.
147 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2021.

Based on Avion Wealth's 13F filing for Q1 2021, filed 6 May 2021.