AWM
DEA

Avior Wealth Management’s Easterly Government Properties DEA Stock Holding History

Avior Wealth Management’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$230 – 2641
2024
Q1 		$230 Buy
+8
New +$243 ﹤0.01% 2815
2021
Q2 		– Sell
-100
Closed -$5K – 1051
2021
Q1 		$5K Hold
100
– – ﹤0.01% 829
2020
Q4 		$5K Hold
100
– – ﹤0.01% 783
2020
Q3 		$5K Sell
100
-1
-1% -$59 ﹤0.01% 747
2020
Q2 		$5K Buy
+101
New +$6.41K ﹤0.01% 718

Other funds holding DEA

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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of Easterly Government Properties (DEA) in Q2 2024, closing a stake of 8 shares — an estimated $230 sold.

Avior Wealth Management first reported a position in DEA in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 262 funds tracked by Wall St. Rank hold DEA as of Q2 2024.

  • Avior Wealth Management reported no remaining Easterly Government Properties position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Easterly Government Properties shares in Q2 2024, an estimated $230.
  • Avior Wealth Management first reported a position in Easterly Government Properties in Q2 2020 and held it in 5 quarters.
  • Avior Wealth Management's Easterly Government Properties position peaked at $5K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held Easterly Government Properties as of Q2 2024.

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