AWM
ETD icon

Avior Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Avior Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$138 – 2724
2024
Q1 		$138 Buy
+4
New +$125 ﹤0.01% 3041

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

Avior Wealth Management sold out of Ethan Allen Interiors (ETD) in Q2 2024, closing a stake of 4 shares — an estimated $138 sold.

Avior Wealth Management first reported a position in ETD in Q1 2024 and held it in 1 quarter. The position peaked at $138 in Q1 2024. 196 funds tracked by Wall St. Rank hold ETD as of Q2 2024.

  • Avior Wealth Management reported no remaining Ethan Allen Interiors position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Ethan Allen Interiors shares in Q2 2024, an estimated $138.
  • Avior Wealth Management first reported a position in Ethan Allen Interiors in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ethan Allen Interiors position peaked at $138 in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2024.

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