AWM
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Avior Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Avior Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$263 – 2527
2024
Q1 		$263 Buy
+7
New +$240 ﹤0.01% 2767

Other funds holding CHEF

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Chefs' Warehouse (CHEF) in Q2 2024, closing a stake of 7 shares — an estimated $263 sold.

Avior Wealth Management first reported a position in CHEF in Q1 2024 and held it in 1 quarter. The position peaked at $263 in Q1 2024. 179 funds tracked by Wall St. Rank hold CHEF as of Q2 2024.

  • Avior Wealth Management reported no remaining Chefs' Warehouse position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Chefs' Warehouse shares in Q2 2024, an estimated $263.
  • Avior Wealth Management first reported a position in Chefs' Warehouse in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Chefs' Warehouse position peaked at $263 in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2024.

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