AWM
GRES

Avior Wealth Management’s IQ ARB Global Resources GRES Stock Holding History

Avior Wealth Management’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-41
Closed -$1K – 1133
2020
Q3 		$1K Sell
41
-190
-82% -$4.92K ﹤0.01% 906
2020
Q2 		$5K Buy
+231
New +$5.58K ﹤0.01% 730

Other funds holding GRES

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's GRES Position: Q4 2020 in Review

Avior Wealth Management sold out of IQ ARB Global Resources (GRES) in Q4 2020, closing a stake of 41 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in GRES in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 21 funds tracked by Wall St. Rank hold GRES as of Q4 2020.

  • Avior Wealth Management reported no remaining IQ ARB Global Resources position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 41 IQ ARB Global Resources shares in Q4 2020, an estimated $1K.
  • Avior Wealth Management first reported a position in IQ ARB Global Resources in Q2 2020 and held it in 2 quarters.
  • Avior Wealth Management's IQ ARB Global Resources position peaked at $5K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.