AWM
BELFB

Avior Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Avior Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$120 – 2425
2024
Q1 		$120 Buy
+2
New +$124 ﹤0.01% 3105

Other funds holding BELFB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q2 2024, closing a stake of 2 shares — an estimated $120 sold.

Avior Wealth Management first reported a position in BELFB in Q1 2024 and held it in 1 quarter. The position peaked at $120 in Q1 2024. 153 funds tracked by Wall St. Rank hold BELFB as of Q2 2024.

  • Avior Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Bel Fuse Inc Class B shares in Q2 2024, an estimated $120.
  • Avior Wealth Management first reported a position in Bel Fuse Inc Class B in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Bel Fuse Inc Class B position peaked at $120 in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2024.

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