Avior Wealth Management
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Avior Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Avior Wealth Management’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,600
Closed -$17K – 1152
2021
Q4 		$17K Hold
1,600
– – ﹤0.01% 733
2021
Q3 		$19K Buy
+1,600
New +$20.2K ﹤0.01% 679

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Avior Wealth Management's GLO Position: Q1 2022 in Review

Avior Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q1 2022, closing a stake of 1,600 shares — an estimated $17K sold.

Avior Wealth Management first reported a position in GLO in Q3 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 54 funds tracked by Wall St. Rank hold GLO as of Q1 2022.

  • Avior Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 1,600 Clough Global Opportunities Fund shares in Q1 2022, an estimated $17K.
  • Avior Wealth Management first reported a position in Clough Global Opportunities Fund in Q3 2021 and held it in 2 quarters.
  • Avior Wealth Management's Clough Global Opportunities Fund position peaked at $19K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.