Avion Wealth’s Loop Industries LOOP Stock Holding History

Avion Wealth’s Portfolio LOOP Stock Details LOOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$1K	–	1124
2024 Q1	$1K	Hold	200	–	–	﹤0.01%	998
2023 Q4	$1K	Hold	200	–	–	﹤0.01%	860
2023 Q3	$0	Buy	+200	New	+$625	﹤0.01%	1036

Other funds holding LOOP

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

BCM

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

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

Avion Wealth's LOOP Position: Q2 2024 in Review

Avion Wealth sold out of Loop Industries (LOOP) in Q2 2024, closing a stake of 200 shares — an estimated $1K sold.

Avion Wealth first reported a position in LOOP in Q3 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 32 funds tracked by Wall St. Rank hold LOOP as of Q2 2024.

Avion Wealth reported no remaining Loop Industries position as of Q2 2024 after selling out during the quarter.
Avion Wealth sold 200 Loop Industries shares in Q2 2024, an estimated $1K.
Avion Wealth first reported a position in Loop Industries in Q3 2023 and held it in 3 quarters.
Avion Wealth's Loop Industries position peaked at $1K in Q1 2024.
32 funds tracked by Wall St. Rank held Loop Industries as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.