Avior Wealth Management’s Krispy Kreme DNUT Stock Holding History

Avior Wealth Management’s Portfolio DNUT Stock Details DNUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16	Closed	-$243	–	2662
2024 Q1	$243	Buy	+16	New	+$214	﹤0.01%	2794

Other funds holding DNUT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Avior Wealth Management sold out of Krispy Kreme (DNUT) in Q2 2024, closing a stake of 16 shares — an estimated $243 sold.

Avior Wealth Management first reported a position in DNUT in Q1 2024 and held it in 1 quarter. The position peaked at $243 in Q1 2024. 145 funds tracked by Wall St. Rank hold DNUT as of Q2 2024.

Avior Wealth Management reported no remaining Krispy Kreme position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 16 Krispy Kreme shares in Q2 2024, an estimated $243.
Avior Wealth Management first reported a position in Krispy Kreme in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Krispy Kreme position peaked at $243 in Q1 2024.
145 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2024.

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