AWM
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Avior Wealth Management’s First Advantage FA Stock Holding History

Avior Wealth Management’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$178 – 2747
2024
Q1 		$178 Buy
+11
New +$179 ﹤0.01% 2924

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Vanguard Group
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BlackRock
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

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

Avior Wealth Management sold out of First Advantage (FA) in Q2 2024, closing a stake of 11 shares — an estimated $178 sold.

Avior Wealth Management first reported a position in FA in Q1 2024 and held it in 1 quarter. The position peaked at $178 in Q1 2024. 119 funds tracked by Wall St. Rank hold FA as of Q2 2024.

  • Avior Wealth Management reported no remaining First Advantage position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 First Advantage shares in Q2 2024, an estimated $178.
  • Avior Wealth Management first reported a position in First Advantage in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Advantage position peaked at $178 in Q1 2024.
  • 119 funds tracked by Wall St. Rank held First Advantage as of Q2 2024.

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