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Avior Wealth Management’s Atmus Filtration Technologies ATMU Stock Holding History

Avior Wealth Management’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$115 – 2316
2024
Q2 		$115 Sell
4
-384
-99% -$11.6K ﹤0.01% 2208
2024
Q1 		$12.5K Buy
+388
New +$9.28K ﹤0.01% 1785

Other funds holding ATMU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Avior Wealth Management's ATMU Position: Q3 2024 in Review

Avior Wealth Management sold out of Atmus Filtration Technologies (ATMU) in Q3 2024, closing a stake of 4 shares — an estimated $115 sold.

Avior Wealth Management first reported a position in ATMU in Q1 2024 and held it in 2 quarters. The position peaked at $12.5K in Q1 2024. 281 funds tracked by Wall St. Rank hold ATMU as of Q3 2024.

  • Avior Wealth Management reported no remaining Atmus Filtration Technologies position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Atmus Filtration Technologies shares in Q3 2024, an estimated $115.
  • Avior Wealth Management first reported a position in Atmus Filtration Technologies in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Atmus Filtration Technologies position peaked at $12.5K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.