AWM
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Avior Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Avior Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6
Closed – – 1114
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1105
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1069
2021
Q2 		$0 Buy
+6
New +$325 ﹤0.01% 1043

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Avior Wealth Management's CMBS Position: Q1 2022 in Review

Avior Wealth Management sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 6 shares.

Avior Wealth Management first reported a position in CMBS in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

  • Avior Wealth Management reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 6 iShares CMBS ETF shares in Q1 2022.
  • Avior Wealth Management first reported a position in iShares CMBS ETF in Q2 2021 and held it in 3 quarters.
  • Avior Wealth Management's iShares CMBS ETF position peaked at $0 in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.