AWM
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Avior Wealth Management’s a.k.a. Brands AKA Stock Holding History

Avior Wealth Management’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-42
Closed -$1.08K – 1140
2022
Q2 		$1K Hold
42
– – ﹤0.01% 969
2022
Q1 		$2K Hold
42
– – ﹤0.01% 967
2021
Q4 		$4K Buy
+42
New +$5.3K ﹤0.01% 905

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PI
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SSA
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SCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's AKA Position: Q3 2022 in Review

Avior Wealth Management sold out of a.k.a. Brands (AKA) in Q3 2022, closing a stake of 42 shares — an estimated $1.08K sold.

Avior Wealth Management first reported a position in AKA in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 54 funds tracked by Wall St. Rank hold AKA as of Q3 2022.

  • Avior Wealth Management reported no remaining a.k.a. Brands position as of Q3 2022 after selling out during the quarter.
  • Avior Wealth Management sold 42 a.k.a. Brands shares in Q3 2022, an estimated $1.08K.
  • Avior Wealth Management first reported a position in a.k.a. Brands in Q4 2021 and held it in 3 quarters.
  • Avior Wealth Management's a.k.a. Brands position peaked at $4K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held a.k.a. Brands as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.