AWM
FLNC icon

Avior Wealth Management’s Fluence Energy FLNC Stock Holding History

Avior Wealth Management’s Portfolio FLNC Stock Details FLNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$190 – 2784
2024
Q1 		$190 Buy
+11
New +$201 ﹤0.01% 2891

Other funds holding FLNC

S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Avior Wealth Management sold out of Fluence Energy (FLNC) in Q2 2024, closing a stake of 11 shares — an estimated $190 sold.

Avior Wealth Management first reported a position in FLNC in Q1 2024 and held it in 1 quarter. The position peaked at $190 in Q1 2024. 224 funds tracked by Wall St. Rank hold FLNC as of Q2 2024.

  • Avior Wealth Management reported no remaining Fluence Energy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Fluence Energy shares in Q2 2024, an estimated $190.
  • Avior Wealth Management first reported a position in Fluence Energy in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Fluence Energy position peaked at $190 in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2024.

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