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Avior Wealth Management’s Digi International DGII Stock Holding History

Avior Wealth Management’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$27.5K – 2484
2024
Q3 		$27.5K Hold
1,000
– – ﹤0.01% 1306
2024
Q2 		$22.9K Buy
1,000
+993
+14,186% +$26.6K ﹤0.01% 1315
2024
Q1 		$223 Buy
+7
New +$195 ﹤0.01% 2832
2023
Q4 		– Sell
-122
Closed -$3.29K – 1553
2023
Q3 		$3.29K Hold
122
– – ﹤0.01% 1306
2023
Q2 		$4.8K Hold
122
– – ﹤0.01% 1178
2023
Q1 		$4.11K Buy
+122
New +$4.17K ﹤0.01% 1255

Other funds holding DGII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Avior Wealth Management's DGII Position: Q4 2024 in Review

Avior Wealth Management sold out of Digi International (DGII) in Q4 2024, closing a stake of 1,000 shares — an estimated $27.5K sold.

Avior Wealth Management first reported a position in DGII in Q1 2023 and held it in 6 quarters. The position peaked at $27.5K in Q3 2024. 199 funds tracked by Wall St. Rank hold DGII as of Q4 2024.

  • Avior Wealth Management reported no remaining Digi International position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 Digi International shares in Q4 2024, an estimated $27.5K.
  • Avior Wealth Management first reported a position in Digi International in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Digi International position peaked at $27.5K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Digi International as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.