AWM
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Avior Wealth Management’s Bloomin' Brands BLMN Stock Holding History

Avior Wealth Management’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-769
Closed -$22.1K – 2452
2024
Q1 		$22.1K Buy
+769
New +$20.9K ﹤0.01% 1558

Other funds holding BLMN

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

Avior Wealth Management sold out of Bloomin' Brands (BLMN) in Q2 2024, closing a stake of 769 shares — an estimated $22.1K sold.

Avior Wealth Management first reported a position in BLMN in Q1 2024 and held it in 1 quarter. The position peaked at $22.1K in Q1 2024. 239 funds tracked by Wall St. Rank hold BLMN as of Q2 2024.

  • Avior Wealth Management reported no remaining Bloomin' Brands position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 769 Bloomin' Brands shares in Q2 2024, an estimated $22.1K.
  • Avior Wealth Management first reported a position in Bloomin' Brands in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Bloomin' Brands position peaked at $22.1K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2024.

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