AWM
BID

Avior Wealth Management’s Sotheby's BID Stock Holding History

Avior Wealth Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,590
Closed -$133K – 874
2018
Q1 		$133K Sell
2,590
-520
-17% -$26.5K 0.03% 408
2017
Q4 		$160K Buy
+3,110
New +$155K 0.04% 384

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's BID Position: Q2 2018 in Review

Avior Wealth Management sold out of Sotheby's (BID) in Q2 2018, closing a stake of 2,590 shares — an estimated $133K sold.

Avior Wealth Management first reported a position in BID in Q4 2017 and held it in 2 quarters. The position peaked at $160K in Q4 2017. 219 funds tracked by Wall St. Rank hold BID as of Q2 2018.

  • Avior Wealth Management reported no remaining Sotheby's position as of Q2 2018 after selling out during the quarter.
  • Avior Wealth Management sold 2,590 Sotheby's shares in Q2 2018, an estimated $133K.
  • Avior Wealth Management first reported a position in Sotheby's in Q4 2017 and held it in 2 quarters.
  • Avior Wealth Management's Sotheby's position peaked at $160K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Sotheby's as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.