AWM
CHCT

Avior Wealth Management’s Community Healthcare Trust CHCT Stock Holding History

Avior Wealth Management’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$159 – 2526
2024
Q1 		$159 Buy
+6
New +$158 ﹤0.01% 2973

Other funds holding CHCT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 CHCT Position: Q2 2024 in Review

Avior Wealth Management sold out of Community Healthcare Trust (CHCT) in Q2 2024, closing a stake of 6 shares — an estimated $159 sold.

Avior Wealth Management first reported a position in CHCT in Q1 2024 and held it in 1 quarter. The position peaked at $159 in Q1 2024. 169 funds tracked by Wall St. Rank hold CHCT as of Q2 2024.

  • Avior Wealth Management reported no remaining Community Healthcare Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Community Healthcare Trust shares in Q2 2024, an estimated $159.
  • Avior Wealth Management first reported a position in Community Healthcare Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Community Healthcare Trust position peaked at $159 in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2024.

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