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Avior Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Avior Wealth Management’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-558
Closed -$24.9K – 2549
2024
Q1 		$24.9K Buy
+558
New +$22.6K ﹤0.01% 1511

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Columbus McKinnon (CMCO) in Q2 2024, closing a stake of 558 shares — an estimated $24.9K sold.

Avior Wealth Management first reported a position in CMCO in Q1 2024 and held it in 1 quarter. The position peaked at $24.9K in Q1 2024. 212 funds tracked by Wall St. Rank hold CMCO as of Q2 2024.

  • Avior Wealth Management reported no remaining Columbus McKinnon position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 558 Columbus McKinnon shares in Q2 2024, an estimated $24.9K.
  • Avior Wealth Management first reported a position in Columbus McKinnon in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Columbus McKinnon position peaked at $24.9K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2024.

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