AWM
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Avior Wealth Management’s ESCO Technologies ESE Stock Holding History

Avior Wealth Management’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$1.82K – 2719
2024
Q1 		$1.82K Buy
+17
New +$1.74K ﹤0.01% 2292

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avior Wealth Management sold out of ESCO Technologies (ESE) in Q2 2024, closing a stake of 17 shares — an estimated $1.82K sold.

Avior Wealth Management first reported a position in ESE in Q1 2024 and held it in 1 quarter. The position peaked at $1.82K in Q1 2024. 257 funds tracked by Wall St. Rank hold ESE as of Q2 2024.

  • Avior Wealth Management reported no remaining ESCO Technologies position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 ESCO Technologies shares in Q2 2024, an estimated $1.82K.
  • Avior Wealth Management first reported a position in ESCO Technologies in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's ESCO Technologies position peaked at $1.82K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2024.

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