AWM
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Avior Wealth Management’s Consumer Portfolio Services CPSS Stock Holding History

Avior Wealth Management’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$22 – 2579
2024
Q1 		$22 Buy
+3
New +$26 ﹤0.01% 3666

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

Avior Wealth Management sold out of Consumer Portfolio Services (CPSS) in Q2 2024, closing a stake of 3 shares — an estimated $22 sold.

Avior Wealth Management first reported a position in CPSS in Q1 2024 and held it in 1 quarter. The position peaked at $22 in Q1 2024. 47 funds tracked by Wall St. Rank hold CPSS as of Q2 2024.

  • Avior Wealth Management reported no remaining Consumer Portfolio Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Consumer Portfolio Services shares in Q2 2024, an estimated $22.
  • Avior Wealth Management first reported a position in Consumer Portfolio Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Consumer Portfolio Services position peaked at $22 in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2024.

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