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Avior Wealth Management’s Distribution Solutions Group DSGR Stock Holding History

Avior Wealth Management’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$70 – 2671
2024
Q1 		$70 Buy
+2
New +$64 ﹤0.01% 3343

Other funds holding DSGR

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Avior Wealth Management sold out of Distribution Solutions Group (DSGR) in Q2 2024, closing a stake of 2 shares — an estimated $70 sold.

Avior Wealth Management first reported a position in DSGR in Q1 2024 and held it in 1 quarter. The position peaked at $70 in Q1 2024. 77 funds tracked by Wall St. Rank hold DSGR as of Q2 2024.

  • Avior Wealth Management reported no remaining Distribution Solutions Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Distribution Solutions Group shares in Q2 2024, an estimated $70.
  • Avior Wealth Management first reported a position in Distribution Solutions Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Distribution Solutions Group position peaked at $70 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2024.

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