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Avior Wealth Management’s Amalgamated Financial AMAL Stock Holding History

Avior Wealth Management’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$96 – 2313
2024
Q1 		$96 Buy
+4
New +$98 ﹤0.01% 3209

Other funds holding AMAL

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Adage Capital Partners
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Avior Wealth Management sold out of Amalgamated Financial (AMAL) in Q2 2024, closing a stake of 4 shares — an estimated $96 sold.

Avior Wealth Management first reported a position in AMAL in Q1 2024 and held it in 1 quarter. The position peaked at $96 in Q1 2024. 154 funds tracked by Wall St. Rank hold AMAL as of Q2 2024.

  • Avior Wealth Management reported no remaining Amalgamated Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Amalgamated Financial shares in Q2 2024, an estimated $96.
  • Avior Wealth Management first reported a position in Amalgamated Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Amalgamated Financial position peaked at $96 in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2024.

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