Avior Wealth Management’s Equity Commonwealth EQC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-151	Closed	-$3K	–	2553
2024 Q3	$3K	Hold	151	–	–	﹤0.01%	1901
2024 Q2	$2.93K	Sell	151 -343	-69%	-$6.54K	﹤0.01%	1872
2024 Q1	$9.33K	Buy	494 +301	+156%	+$5.72K	﹤0.01%	1897
2023 Q4	$3.71K	Sell	193 -120	-38%	-$2.27K	﹤0.01%	1227
2023 Q3	$5.75K	Hold	313	–	–	﹤0.01%	1151
2023 Q2	$6.34K	Buy	313 +29	+10%	+$600	﹤0.01%	1116
2023 Q1	$5.88K	Buy	+284	New	+$6.59K	﹤0.01%	1154
2021 Q3	–	Sell	-1,350	Closed	-$35K	–	1202
2021 Q2	$35K	Hold	1,350	–	–	﹤0.01%	571
2021 Q1	$37K	Hold	1,350	–	–	﹤0.01%	551
2020 Q4	$36K	Hold	1,350	–	–	﹤0.01%	527
2020 Q3	$35K	Hold	1,350	–	–	0.01%	530
2020 Q2	$43K	Hold	1,350	–	–	0.01%	499
2020 Q1	$42K	Hold	1,350	–	–	0.01%	463
2019 Q4	$44K	Hold	1,350	–	–	0.01%	470
2019 Q3	$46K	Hold	1,350	–	–	0.01%	463
2019 Q2	$44K	Buy	+1,350	New	+$43.8K	0.01%	455
2014 Q4	–	Sell	-1,000	Closed	-$25.5K	–	342
2014 Q3	$26K	Hold	1,000	–	–	0.02%	178
2014 Q2	$26K	Hold	1,000	–	–	0.02%	177
2014 Q1	$26K	Buy	+1,000	New	+$25.6K	0.02%	177

Other funds holding EQC

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Avior Wealth Management's EQC Position: Q4 2024 in Review

Avior Wealth Management sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 151 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in EQC in Q1 2014 and held it in 19 quarters. The position peaked at $46K in Q3 2019. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

Avior Wealth Management reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 151 Equity Commonwealth shares in Q4 2024, an estimated $3K.
Avior Wealth Management first reported a position in Equity Commonwealth in Q1 2014 and held it in 19 quarters.
Avior Wealth Management's Equity Commonwealth position peaked at $46K in Q3 2019.
168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.