AWM
BFX

Avior Wealth Management’s BowFlex Inc. BFX Stock Holding History

Avior Wealth Management’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$3K – 1208
2021
Q2 		$3K Buy
+200
New +$3.37K ﹤0.01% 881

Other funds holding BFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $653M AUM 88.28% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Avior Wealth Management's BFX Position: Q3 2021 in Review

Avior Wealth Management sold out of BowFlex Inc. (BFX) in Q3 2021, closing a stake of 200 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in BFX in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 126 funds tracked by Wall St. Rank hold BFX as of Q3 2021.

  • Avior Wealth Management reported no remaining BowFlex Inc. position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 200 BowFlex Inc. shares in Q3 2021, an estimated $3K.
  • Avior Wealth Management first reported a position in BowFlex Inc. in Q2 2021 and held it in 1 quarter.
  • Avior Wealth Management's BowFlex Inc. position peaked at $3K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held BowFlex Inc. as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.