Avior Wealth Management’s Cadeler CDLR Stock Holding History

Avior Wealth Management’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$72	–	2513
2024 Q1	$72	Buy	+4	New	+$71	﹤0.01%	3330

Other funds holding CDLR

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCM

Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Avior Wealth Management sold out of Cadeler (CDLR) in Q2 2024, closing a stake of 4 shares — an estimated $72 sold.

Avior Wealth Management first reported a position in CDLR in Q1 2024 and held it in 1 quarter. The position peaked at $72 in Q1 2024. 40 funds tracked by Wall St. Rank hold CDLR as of Q2 2024.

Avior Wealth Management reported no remaining Cadeler position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 Cadeler shares in Q2 2024, an estimated $72.
Avior Wealth Management first reported a position in Cadeler in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Cadeler position peaked at $72 in Q1 2024.
40 funds tracked by Wall St. Rank held Cadeler as of Q2 2024.

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