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Avior Wealth Management’s Alta Equipment Group ALTG Stock Holding History

Avior Wealth Management’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$77 – 2309
2024
Q1 		$77 Buy
+6
New +$69 ﹤0.01% 3296

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NCM
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CIBC Private Wealth Group
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PAIM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's ALTG Position: Q2 2024 in Review

Avior Wealth Management sold out of Alta Equipment Group (ALTG) in Q2 2024, closing a stake of 6 shares — an estimated $77 sold.

Avior Wealth Management first reported a position in ALTG in Q1 2024 and held it in 1 quarter. The position peaked at $77 in Q1 2024. 115 funds tracked by Wall St. Rank hold ALTG as of Q2 2024.

  • Avior Wealth Management reported no remaining Alta Equipment Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Alta Equipment Group shares in Q2 2024, an estimated $77.
  • Avior Wealth Management first reported a position in Alta Equipment Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Alta Equipment Group position peaked at $77 in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.