AWM
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Avior Wealth Management’s Harmonic Inc HLIT Stock Holding History

Avior Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21
Closed -$282 – 2903
2024
Q1 		$282 Sell
21
-10,499
-100% -$134K ﹤0.01% 2743
2023
Q4 		$137K Buy
+10,520
New +$112K 0.01% 568

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TI
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SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Avior Wealth Management sold out of Harmonic Inc (HLIT) in Q2 2024, closing a stake of 21 shares — an estimated $282 sold.

Avior Wealth Management first reported a position in HLIT in Q4 2023 and held it in 2 quarters. The position peaked at $137K in Q4 2023. 206 funds tracked by Wall St. Rank hold HLIT as of Q2 2024.

  • Avior Wealth Management reported no remaining Harmonic Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 21 Harmonic Inc shares in Q2 2024, an estimated $282.
  • Avior Wealth Management first reported a position in Harmonic Inc in Q4 2023 and held it in 2 quarters.
  • Avior Wealth Management's Harmonic Inc position peaked at $137K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2024.

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