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Avior Wealth Management’s Elme Communities ELME Stock Holding History

Avior Wealth Management’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$236 – 2702
2024
Q1 		$236 Buy
+17
New +$237 ﹤0.01% 2806

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Avior Wealth Management sold out of Elme Communities (ELME) in Q2 2024, closing a stake of 17 shares — an estimated $236 sold.

Avior Wealth Management first reported a position in ELME in Q1 2024 and held it in 1 quarter. The position peaked at $236 in Q1 2024. 226 funds tracked by Wall St. Rank hold ELME as of Q2 2024.

  • Avior Wealth Management reported no remaining Elme Communities position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 Elme Communities shares in Q2 2024, an estimated $236.
  • Avior Wealth Management first reported a position in Elme Communities in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Elme Communities position peaked at $236 in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Elme Communities as of Q2 2024.

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