Avior Wealth Management’s eGain EGAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$25	–	2695
2024 Q1	$25	Buy	+4	New	+$27	﹤0.01%	3646

Other funds holding EGAN

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAM

Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

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

Avior Wealth Management sold out of eGain (EGAN) in Q2 2024, closing a stake of 4 shares — an estimated $25 sold.

Avior Wealth Management first reported a position in EGAN in Q1 2024 and held it in 1 quarter. The position peaked at $25 in Q1 2024. 86 funds tracked by Wall St. Rank hold EGAN as of Q2 2024.

Avior Wealth Management reported no remaining eGain position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 eGain shares in Q2 2024, an estimated $25.
Avior Wealth Management first reported a position in eGain in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's eGain position peaked at $25 in Q1 2024.
86 funds tracked by Wall St. Rank held eGain as of Q2 2024.

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