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Avior Wealth Management’s Energy Services of America ESOA Stock Holding History

Avior Wealth Management’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$4.04K – 1574
2023
Q3 		$4.04K Buy
+1,000
New +$3.34K ﹤0.01% 1254

Other funds holding ESOA

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Avior Wealth Management's ESOA Position: Q4 2023 in Review

Avior Wealth Management sold out of Energy Services of America (ESOA) in Q4 2023, closing a stake of 1,000 shares — an estimated $4.04K sold.

Avior Wealth Management first reported a position in ESOA in Q3 2023 and held it in 1 quarter. The position peaked at $4.04K in Q3 2023. 31 funds tracked by Wall St. Rank hold ESOA as of Q4 2023.

  • Avior Wealth Management reported no remaining Energy Services of America position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 Energy Services of America shares in Q4 2023, an estimated $4.04K.
  • Avior Wealth Management first reported a position in Energy Services of America in Q3 2023 and held it in 1 quarter.
  • Avior Wealth Management's Energy Services of America position peaked at $4.04K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.