AWM
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Avior Wealth Management’s Excelerate Energy EE Stock Holding History

Avior Wealth Management’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-97
Closed -$1.56K – 2690
2024
Q1 		$1.56K Buy
97
+4
+4% +$60 ﹤0.01% 2320
2023
Q4 		$1.45K Hold
93
– – ﹤0.01% 1341
2023
Q3 		$1.59K Hold
93
– – ﹤0.01% 1403
2023
Q2 		$1.9K Hold
93
– – ﹤0.01% 1357
2023
Q1 		$2.06K Hold
93
– – ﹤0.01% 1388
2022
Q4 		$2.33K Buy
+93
New +$2.44K ﹤0.01% 1037

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avior Wealth Management sold out of Excelerate Energy (EE) in Q2 2024, closing a stake of 97 shares — an estimated $1.56K sold.

Avior Wealth Management first reported a position in EE in Q4 2022 and held it in 6 quarters. The position peaked at $2.33K in Q4 2022. 125 funds tracked by Wall St. Rank hold EE as of Q2 2024.

  • Avior Wealth Management reported no remaining Excelerate Energy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 97 Excelerate Energy shares in Q2 2024, an estimated $1.56K.
  • Avior Wealth Management first reported a position in Excelerate Energy in Q4 2022 and held it in 6 quarters.
  • Avior Wealth Management's Excelerate Energy position peaked at $2.33K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2024.

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