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Avior Wealth Management’s Covenant Logistics CVLG Stock Holding History

Avior Wealth Management’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$92 – 2616
2024
Q1 		$92 Buy
+4
New +$96 ﹤0.01% 3224

Other funds holding CVLG

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SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Avior Wealth Management sold out of Covenant Logistics (CVLG) in Q2 2024, closing a stake of 4 shares — an estimated $92 sold.

Avior Wealth Management first reported a position in CVLG in Q1 2024 and held it in 1 quarter. The position peaked at $92 in Q1 2024. 154 funds tracked by Wall St. Rank hold CVLG as of Q2 2024.

  • Avior Wealth Management reported no remaining Covenant Logistics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Covenant Logistics shares in Q2 2024, an estimated $92.
  • Avior Wealth Management first reported a position in Covenant Logistics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Covenant Logistics position peaked at $92 in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2024.

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