AWM
CAR icon

Avior Wealth Management’s Avis CAR Stock Holding History

Avior Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$1.42K – 3834
2023
Q4 		$1.42K Sell
8
-4
-33% -$729 ﹤0.01% 1343
2023
Q3 		$2.16K Hold
12
– – ﹤0.01% 1377
2023
Q2 		$2.74K Hold
12
– – ﹤0.01% 1318
2023
Q1 		$2.34K Buy
+12
New +$2.41K ﹤0.01% 1379
2021
Q3 		– Sell
-100
Closed -$7K – 1061
2021
Q2 		$7K Buy
+100
New +$8.29K ﹤0.01% 786

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's CAR Position: Q1 2024 in Review

Avior Wealth Management sold out of Avis (CAR) in Q1 2024, closing a stake of 8 shares — an estimated $1.42K sold.

Avior Wealth Management first reported a position in CAR in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2021. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Avior Wealth Management reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Avis shares in Q1 2024, an estimated $1.42K.
  • Avior Wealth Management first reported a position in Avis in Q2 2021 and held it in 5 quarters.
  • Avior Wealth Management's Avis position peaked at $7K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.