Avior Wealth Management’s AMES National ATLO Stock Holding History

Avior Wealth Management’s Portfolio ATLO Stock Details ATLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$60	–	2372
2024 Q1	$60	Buy	+3	New	+$59	﹤0.01%	3405

Other funds holding ATLO

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Avior Wealth Management sold out of AMES National (ATLO) in Q2 2024, closing a stake of 3 shares — an estimated $60 sold.

Avior Wealth Management first reported a position in ATLO in Q1 2024 and held it in 1 quarter. The position peaked at $60 in Q1 2024. 58 funds tracked by Wall St. Rank hold ATLO as of Q2 2024.

Avior Wealth Management reported no remaining AMES National position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 3 AMES National shares in Q2 2024, an estimated $60.
Avior Wealth Management first reported a position in AMES National in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's AMES National position peaked at $60 in Q1 2024.
58 funds tracked by Wall St. Rank held AMES National as of Q2 2024.

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