AWM
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Avior Wealth Management’s Custom Truck One Source CTOS Stock Holding History

Avior Wealth Management’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$69 – 2603
2024
Q1 		$69 Buy
+12
New +$75 ﹤0.01% 3350

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Custom Truck One Source (CTOS) in Q2 2024, closing a stake of 12 shares — an estimated $69 sold.

Avior Wealth Management first reported a position in CTOS in Q1 2024 and held it in 1 quarter. The position peaked at $69 in Q1 2024. 112 funds tracked by Wall St. Rank hold CTOS as of Q2 2024.

  • Avior Wealth Management reported no remaining Custom Truck One Source position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Custom Truck One Source shares in Q2 2024, an estimated $69.
  • Avior Wealth Management first reported a position in Custom Truck One Source in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Custom Truck One Source position peaked at $69 in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2024.

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