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Avior Wealth Management’s Ceco Environmental CECO Stock Holding History

Avior Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,764
Closed -$179K – 2518
2024
Q1 		$179K Buy
+7,764
New +$160K 0.01% 739

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Ceco Environmental (CECO) in Q2 2024, closing a stake of 7,764 shares — an estimated $179K sold.

Avior Wealth Management first reported a position in CECO in Q1 2024 and held it in 1 quarter. The position peaked at $179K in Q1 2024. 177 funds tracked by Wall St. Rank hold CECO as of Q2 2024.

  • Avior Wealth Management reported no remaining Ceco Environmental position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7,764 Ceco Environmental shares in Q2 2024, an estimated $179K.
  • Avior Wealth Management first reported a position in Ceco Environmental in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ceco Environmental position peaked at $179K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2024.

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