AWM
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Avior Wealth Management’s Americold COLD Stock Holding History

Avior Wealth Management’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$556 – 1059
2024
Q4 		$556 Hold
26
– – ﹤0.01% 2274
2024
Q3 		$735 Sell
26
-68
-72% -$1.94K ﹤0.01% 2116
2024
Q2 		$2.4K Sell
94
-8
-8% -$196 ﹤0.01% 1912
2024
Q1 		$2.54K Buy
+102
New +$2.79K ﹤0.01% 2235
2023
Q4 		– Sell
-9,354
Closed -$284K – 1546
2023
Q3 		$284K Buy
+9,354
New +$302K 0.02% 458

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return