AWM
EEX

Avior Wealth Management’s Emerald Holding EEX Stock Holding History

Avior Wealth Management’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$13 – 2691
2024
Q1 		$13 Buy
+2
New +$12 ﹤0.01% 3745

Other funds holding EEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Emerald Holding (EEX) in Q2 2024, closing a stake of 2 shares — an estimated $13 sold.

Avior Wealth Management first reported a position in EEX in Q1 2024 and held it in 1 quarter. The position peaked at $13 in Q1 2024. 65 funds tracked by Wall St. Rank hold EEX as of Q2 2024.

  • Avior Wealth Management reported no remaining Emerald Holding position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Emerald Holding shares in Q2 2024, an estimated $13.
  • Avior Wealth Management first reported a position in Emerald Holding in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Emerald Holding position peaked at $13 in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Emerald Holding as of Q2 2024.

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