Avior Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,500	Closed	-$37K	–	1293
2022 Q3	$37K	Buy	+1,500	New	+$42.1K	﹤0.01%	649

Other funds holding DUSA

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's DUSA Position: Q4 2022 in Review

Avior Wealth Management sold out of Davis Select US Equity ETF (DUSA) in Q4 2022, closing a stake of 1,500 shares — an estimated $37K sold.

Avior Wealth Management first reported a position in DUSA in Q3 2022 and held it in 1 quarter. The position peaked at $37K in Q3 2022. 48 funds tracked by Wall St. Rank hold DUSA as of Q4 2022.

Avior Wealth Management reported no remaining Davis Select US Equity ETF position as of Q4 2022 after selling out during the quarter.
Avior Wealth Management sold 1,500 Davis Select US Equity ETF shares in Q4 2022, an estimated $37K.
Avior Wealth Management first reported a position in Davis Select US Equity ETF in Q3 2022 and held it in 1 quarter.
Avior Wealth Management's Davis Select US Equity ETF position peaked at $37K in Q3 2022.
48 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.