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Avior Wealth Management’s Central Pacific Financial CPF Stock Holding History

Avior Wealth Management’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30
Closed -$885 – 2477
2024
Q3 		$885 Buy
+30
New +$771 ﹤0.01% 2090
2024
Q2 		– Sell
-6
Closed -$118 – 2576
2024
Q1 		$118 Buy
+6
New +$115 ﹤0.01% 3117

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's CPF Position: Q4 2024 in Review

Avior Wealth Management sold out of Central Pacific Financial (CPF) in Q4 2024, closing a stake of 30 shares — an estimated $885 sold.

Avior Wealth Management first reported a position in CPF in Q1 2024 and held it in 2 quarters. The position peaked at $885 in Q3 2024. 187 funds tracked by Wall St. Rank hold CPF as of Q4 2024.

  • Avior Wealth Management reported no remaining Central Pacific Financial position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 30 Central Pacific Financial shares in Q4 2024, an estimated $885.
  • Avior Wealth Management first reported a position in Central Pacific Financial in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Central Pacific Financial position peaked at $885 in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.