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AWM
Avior Wealth Management’s
Equity Lifestyle Properties
ELS
Stock Holding History
Avior Wealth Management’s Portfolio
ELS Stock Details
ELS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-125
Closed
-$8.05K
–
2705
2024
Q1
$8.05K
Buy
+125
New
+$8.38K
﹤0.01%
1937
2023
Q4
–
Sell
-91
Closed
-$5.8K
–
1572
2023
Q3
$5.8K
Hold
91
–
–
﹤0.01%
1148
2023
Q2
$6.09K
Hold
91
–
–
﹤0.01%
1127
2023
Q1
$6.11K
Buy
+91
New
+$6.18K
﹤0.01%
1147
2020
Q4
–
Sell
-5,070
Closed
-$310K
–
1007
2020
Q3
$310K
Buy
5,070
+50
+1%
+$3.24K
0.04%
329
2020
Q2
$313K
Buy
5,020
+620
+14%
+$38.1K
0.05%
325
2020
Q1
$252K
Buy
4,400
+4,266
+3,184%
+$291K
0.05%
304
2019
Q4
$9K
Buy
134
+108
+415%
+$7.51K
﹤0.01%
607
2019
Q3
$1K
Buy
+26
New
+$1.69K
﹤0.01%
712
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Aristotle Capital Management
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$47.8B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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