AWM
BLFY

Avior Wealth Management’s Blue Foundry Bancorp BLFY Stock Holding History

Avior Wealth Management’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$56 – 2450
2024
Q1 		$56 Buy
+6
New +$56 ﹤0.01% 3429

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

Avior Wealth Management sold out of Blue Foundry Bancorp (BLFY) in Q2 2024, closing a stake of 6 shares — an estimated $56 sold.

Avior Wealth Management first reported a position in BLFY in Q1 2024 and held it in 1 quarter. The position peaked at $56 in Q1 2024. 68 funds tracked by Wall St. Rank hold BLFY as of Q2 2024.

  • Avior Wealth Management reported no remaining Blue Foundry Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Blue Foundry Bancorp shares in Q2 2024, an estimated $56.
  • Avior Wealth Management first reported a position in Blue Foundry Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Blue Foundry Bancorp position peaked at $56 in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2024.

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