AWM
HSII

Avior Wealth Management’s Heidrick & Struggles HSII Stock Holding History

Avior Wealth Management’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$134 – 2923
2024
Q1 		$134 Buy
+4
New +$121 ﹤0.01% 3057

Other funds holding HSII

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

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

Avior Wealth Management sold out of Heidrick & Struggles (HSII) in Q2 2024, closing a stake of 4 shares — an estimated $134 sold.

Avior Wealth Management first reported a position in HSII in Q1 2024 and held it in 1 quarter. The position peaked at $134 in Q1 2024. 167 funds tracked by Wall St. Rank hold HSII as of Q2 2024.

  • Avior Wealth Management reported no remaining Heidrick & Struggles position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Heidrick & Struggles shares in Q2 2024, an estimated $134.
  • Avior Wealth Management first reported a position in Heidrick & Struggles in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Heidrick & Struggles position peaked at $134 in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2024.

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