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Avior Wealth Management’s Capitol Federal Financial CFFN Stock Holding History

Avior Wealth Management’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24
Closed -$143 – 2522
2024
Q1 		$143 Buy
+24
New +$143 ﹤0.01% 3026

Other funds holding CFFN

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avior Wealth Management sold out of Capitol Federal Financial (CFFN) in Q2 2024, closing a stake of 24 shares — an estimated $143 sold.

Avior Wealth Management first reported a position in CFFN in Q1 2024 and held it in 1 quarter. The position peaked at $143 in Q1 2024. 210 funds tracked by Wall St. Rank hold CFFN as of Q2 2024.

  • Avior Wealth Management reported no remaining Capitol Federal Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 24 Capitol Federal Financial shares in Q2 2024, an estimated $143.
  • Avior Wealth Management first reported a position in Capitol Federal Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Capitol Federal Financial position peaked at $143 in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2024.

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