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Avior Wealth Management’s Dyadic International DYAI Stock Holding History

Avior Wealth Management’s Portfolio DYAI Stock Details DYAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,500
Closed -$31.8K – 1618
2023
Q2 		$31.8K Hold
16,500
– – ﹤0.01% 853
2023
Q1 		$29.4K Hold
16,500
– – ﹤0.01% 880
2022
Q4 		$20.3K Hold
16,500
– – ﹤0.01% 754
2022
Q3 		$31K Hold
16,500
– – ﹤0.01% 675
2022
Q2 		$50K Hold
16,500
– – 0.01% 566
2022
Q1 		$49K Hold
16,500
– – ﹤0.01% 596
2021
Q4 		$74K Hold
16,500
– – 0.01% 537
2021
Q3 		$91K Hold
16,500
– – 0.01% 497
2021
Q2 		$59K Hold
16,500
– – 0.01% 513
2021
Q1 		$90K Hold
16,500
– – 0.01% 480
2020
Q4 		$88K Hold
16,500
– – 0.01% 454
2020
Q3 		$124K Buy
16,500
+2,000
+14% +$16.5K 0.02% 424
2020
Q2 		$125K Buy
+14,500
New +$96.5K 0.02% 418

Other funds holding DYAI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Avior Wealth Management's DYAI Position: Q3 2023 in Review

Avior Wealth Management sold out of Dyadic International (DYAI) in Q3 2023, closing a stake of 16,500 shares — an estimated $31.8K sold.

Avior Wealth Management first reported a position in DYAI in Q2 2020 and held it in 13 quarters. The position peaked at $125K in Q2 2020. 32 funds tracked by Wall St. Rank hold DYAI as of Q3 2023.

  • Avior Wealth Management reported no remaining Dyadic International position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 16,500 Dyadic International shares in Q3 2023, an estimated $31.8K.
  • Avior Wealth Management first reported a position in Dyadic International in Q2 2020 and held it in 13 quarters.
  • Avior Wealth Management's Dyadic International position peaked at $125K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Dyadic International as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.