AWM
ELBM

Avior Wealth Management’s Electra Battery Materials ELBM Stock Holding History

Avior Wealth Management’s Portfolio ELBM Stock Details ELBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$112 – 1594
2023
Q1 		$112 Buy
+14
New +$118 ﹤0.01% 1581

Other funds holding ELBM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's ELBM Position: Q2 2023 in Review

Avior Wealth Management sold out of Electra Battery Materials (ELBM) in Q2 2023, closing a stake of 14 shares — an estimated $112 sold.

Avior Wealth Management first reported a position in ELBM in Q1 2023 and held it in 1 quarter. The position peaked at $112 in Q1 2023. 19 funds tracked by Wall St. Rank hold ELBM as of Q2 2023.

  • Avior Wealth Management reported no remaining Electra Battery Materials position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 14 Electra Battery Materials shares in Q2 2023, an estimated $112.
  • Avior Wealth Management first reported a position in Electra Battery Materials in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's Electra Battery Materials position peaked at $112 in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Electra Battery Materials as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.