AWM
CSR

Avior Wealth Management’s Centerspace CSR Stock Holding History

Avior Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$171 – 2598
2024
Q1 		$171 Buy
+3
New +$167 ﹤0.01% 2941

Other funds holding CSR

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avior Wealth Management sold out of Centerspace (CSR) in Q2 2024, closing a stake of 3 shares — an estimated $171 sold.

Avior Wealth Management first reported a position in CSR in Q1 2024 and held it in 1 quarter. The position peaked at $171 in Q1 2024. 167 funds tracked by Wall St. Rank hold CSR as of Q2 2024.

  • Avior Wealth Management reported no remaining Centerspace position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Centerspace shares in Q2 2024, an estimated $171.
  • Avior Wealth Management first reported a position in Centerspace in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Centerspace position peaked at $171 in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Centerspace as of Q2 2024.

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