AWM
CTO

Avior Wealth Management’s CTO Realty Growth CTO Stock Holding History

Avior Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$101 – 2604
2024
Q1 		$101 Buy
+6
New +$101 ﹤0.01% 3182

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Avior Wealth Management sold out of CTO Realty Growth (CTO) in Q2 2024, closing a stake of 6 shares — an estimated $101 sold.

Avior Wealth Management first reported a position in CTO in Q1 2024 and held it in 1 quarter. The position peaked at $101 in Q1 2024. 140 funds tracked by Wall St. Rank hold CTO as of Q2 2024.

  • Avior Wealth Management reported no remaining CTO Realty Growth position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 CTO Realty Growth shares in Q2 2024, an estimated $101.
  • Avior Wealth Management first reported a position in CTO Realty Growth in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's CTO Realty Growth position peaked at $101 in Q1 2024.
  • 140 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2024.

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