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Avior Wealth Management’s Dakota Gold DC Stock Holding History

Avior Wealth Management’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$21 – 2635
2024
Q1 		$21 Buy
+9
New +$19 ﹤0.01% 3675

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Fidelity Investments
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CI Investments Inc
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
State Street
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Avior Wealth Management's DC Position: Q2 2024 in Review

Avior Wealth Management sold out of Dakota Gold (DC) in Q2 2024, closing a stake of 9 shares — an estimated $21 sold.

Avior Wealth Management first reported a position in DC in Q1 2024 and held it in 1 quarter. The position peaked at $21 in Q1 2024. 77 funds tracked by Wall St. Rank hold DC as of Q2 2024.

  • Avior Wealth Management reported no remaining Dakota Gold position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Dakota Gold shares in Q2 2024, an estimated $21.
  • Avior Wealth Management first reported a position in Dakota Gold in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Dakota Gold position peaked at $21 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2024.

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