AWM
DHC

Avior Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Avior Wealth Management’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-57
Closed -$140 – 2649
2024
Q1 		$140 Buy
+57
New +$163 ﹤0.01% 3035

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2024, closing a stake of 57 shares — an estimated $140 sold.

Avior Wealth Management first reported a position in DHC in Q1 2024 and held it in 1 quarter. The position peaked at $140 in Q1 2024. 191 funds tracked by Wall St. Rank hold DHC as of Q2 2024.

  • Avior Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 57 Diversified Healthcare Trust shares in Q2 2024, an estimated $140.
  • Avior Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Diversified Healthcare Trust position peaked at $140 in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2024.

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