AWM
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Avior Wealth Management’s Carriage Services CSV Stock Holding History

Avior Wealth Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$81 – 2600
2024
Q1 		$81 Buy
+3
New +$75 ﹤0.01% 3275

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

Avior Wealth Management sold out of Carriage Services (CSV) in Q2 2024, closing a stake of 3 shares — an estimated $81 sold.

Avior Wealth Management first reported a position in CSV in Q1 2024 and held it in 1 quarter. The position peaked at $81 in Q1 2024. 133 funds tracked by Wall St. Rank hold CSV as of Q2 2024.

  • Avior Wealth Management reported no remaining Carriage Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Carriage Services shares in Q2 2024, an estimated $81.
  • Avior Wealth Management first reported a position in Carriage Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Carriage Services position peaked at $81 in Q1 2024.
  • 133 funds tracked by Wall St. Rank held Carriage Services as of Q2 2024.

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