AWM
CLPR

Avior Wealth Management’s Clipper Realty CLPR Stock Holding History

Avior Wealth Management’s Portfolio CLPR Stock Details CLPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$14 – 2543
2024
Q1 		$14 Buy
+3
New +$15 ﹤0.01% 3735

Other funds holding CLPR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Clipper Realty (CLPR) in Q2 2024, closing a stake of 3 shares — an estimated $14 sold.

Avior Wealth Management first reported a position in CLPR in Q1 2024 and held it in 1 quarter. The position peaked at $14 in Q1 2024. 75 funds tracked by Wall St. Rank hold CLPR as of Q2 2024.

  • Avior Wealth Management reported no remaining Clipper Realty position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Clipper Realty shares in Q2 2024, an estimated $14.
  • Avior Wealth Management first reported a position in Clipper Realty in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Clipper Realty position peaked at $14 in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Clipper Realty as of Q2 2024.

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