AWM
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Avior Wealth Management’s Viant Technology DSP Stock Holding History

Avior Wealth Management’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$10 – 2672
2024
Q1 		$10 Buy
+1
New +$9 ﹤0.01% 3773

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SBH
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Renaissance Technologies
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PAIM
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Geode Capital Management
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GIPM
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State Street
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Viant Technology (DSP) in Q2 2024, closing a stake of 1 share — an estimated $10 sold.

Avior Wealth Management first reported a position in DSP in Q1 2024 and held it in 1 quarter. The position peaked at $10 in Q1 2024. 83 funds tracked by Wall St. Rank hold DSP as of Q2 2024.

  • Avior Wealth Management reported no remaining Viant Technology position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Viant Technology share in Q2 2024, an estimated $10.
  • Avior Wealth Management first reported a position in Viant Technology in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Viant Technology position peaked at $10 in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Viant Technology as of Q2 2024.

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