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Avior Wealth Management’s Eve Holding EVEX Stock Holding History

Avior Wealth Management’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$10 – 2731
2024
Q1 		$10 Buy
+2
New +$12 ﹤0.01% 3774

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avior Wealth Management sold out of Eve Holding (EVEX) in Q2 2024, closing a stake of 2 shares — an estimated $10 sold.

Avior Wealth Management first reported a position in EVEX in Q1 2024 and held it in 1 quarter. The position peaked at $10 in Q1 2024. 46 funds tracked by Wall St. Rank hold EVEX as of Q2 2024.

  • Avior Wealth Management reported no remaining Eve Holding position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Eve Holding shares in Q2 2024, an estimated $10.
  • Avior Wealth Management first reported a position in Eve Holding in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Eve Holding position peaked at $10 in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Eve Holding as of Q2 2024.

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