Avion Wealth’s Nine Energy Service NINE Stock Holding History

Avion Wealth’s Portfolio NINE Stock Details NINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-148	Closed	–	–	1252
2023 Q3	$0	Hold	148	–	–	﹤0.01%	1067
2023 Q2	$0	Buy	+148	New	+$570	﹤0.01%	942

Other funds holding NINE

SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Avion Wealth's NINE Position: Q4 2023 in Review

Avion Wealth sold out of Nine Energy Service (NINE) in Q4 2023, closing a stake of 148 shares.

Avion Wealth first reported a position in NINE in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 60 funds tracked by Wall St. Rank hold NINE as of Q4 2023.

Avion Wealth reported no remaining Nine Energy Service position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 148 Nine Energy Service shares in Q4 2023.
Avion Wealth first reported a position in Nine Energy Service in Q2 2023 and held it in 2 quarters.
Avion Wealth's Nine Energy Service position peaked at $0 in Q3 2023.
60 funds tracked by Wall St. Rank held Nine Energy Service as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.