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Avior Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Avior Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$174 – 2888
2024
Q1 		$174 Buy
+14
New +$155 ﹤0.01% 2934

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RA
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

Avior Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2024, closing a stake of 14 shares — an estimated $174 sold.

Avior Wealth Management first reported a position in HCSG in Q1 2024 and held it in 1 quarter. The position peaked at $174 in Q1 2024. 200 funds tracked by Wall St. Rank hold HCSG as of Q2 2024.

  • Avior Wealth Management reported no remaining Healthcare Services Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 Healthcare Services Group shares in Q2 2024, an estimated $174.
  • Avior Wealth Management first reported a position in Healthcare Services Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Healthcare Services Group position peaked at $174 in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2024.

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