AWM
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Avior Wealth Management’s Argan AGX Stock Holding History

Avior Wealth Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 2428
2024
Q3 		– Hold
0
– – – 2282
2024
Q2 		– Sell
-2
Closed -$131 – 2243
2024
Q1 		$120 Buy
+2
New +$94 ﹤0.01% 3103
2023
Q4 		– Hold
0
– – – 1514
2023
Q3 		– Hold
0
– – – 1583

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avior Wealth Management's AGX Position: Q4 2024 in Review

Avior Wealth Management held its Argan (AGX) position steady in Q4 2024 at 0 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Avior Wealth Management first reported a position in AGX in Q1 2024 and has held it in 1 quarter since. The position peaked at $120 in Q1 2024. 275 funds tracked by Wall St. Rank hold AGX as of Q4 2024.

  • Avior Wealth Management held 0 shares of Argan worth $53 as of Q4 2024.
  • Avior Wealth Management left its Argan share count unchanged in Q4 2024.
  • Argan made up ﹤0.01% of Avior Wealth Management's portfolio in Q4 2024, its #2428 holding.
  • Avior Wealth Management first reported a position in Argan in Q1 2024 and has held it in 1 quarter since.
  • Avior Wealth Management's Argan position peaked at $120 in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Argan as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.