AWM
HCC icon

Avior Wealth Management’s Warrior Met Coal HCC Stock Holding History

Avior Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$607 – 2884
2024
Q1 		$607 Sell
10
-99
-91% -$6K ﹤0.01% 2519
2023
Q4 		$6.64K Hold
109
– – ﹤0.01% 1074
2023
Q3 		$5.57K Hold
109
– – ﹤0.01% 1158
2023
Q2 		$4.25K Buy
+109
New +$3.95K ﹤0.01% 1218

Other funds holding HCC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Warrior Met Coal (HCC) in Q2 2024, closing a stake of 10 shares — an estimated $607 sold.

Avior Wealth Management first reported a position in HCC in Q2 2023 and held it in 4 quarters. The position peaked at $6.64K in Q4 2023. 291 funds tracked by Wall St. Rank hold HCC as of Q2 2024.

  • Avior Wealth Management reported no remaining Warrior Met Coal position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Warrior Met Coal shares in Q2 2024, an estimated $607.
  • Avior Wealth Management first reported a position in Warrior Met Coal in Q2 2023 and held it in 4 quarters.
  • Avior Wealth Management's Warrior Met Coal position peaked at $6.64K in Q4 2023.
  • 291 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2024.

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