Avior Wealth Management’s IES Holdings IESC Stock Holding History

Avior Wealth Management’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7	Closed	-$851	–	2950
2024 Q1	$851	Buy	+7	New	+$671	﹤0.01%	2436

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avior Wealth Management sold out of IES Holdings (IESC) in Q2 2024, closing a stake of 7 shares — an estimated $851 sold.

Avior Wealth Management first reported a position in IESC in Q1 2024 and held it in 1 quarter. The position peaked at $851 in Q1 2024. 196 funds tracked by Wall St. Rank hold IESC as of Q2 2024.

Avior Wealth Management reported no remaining IES Holdings position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 7 IES Holdings shares in Q2 2024, an estimated $851.
Avior Wealth Management first reported a position in IES Holdings in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's IES Holdings position peaked at $851 in Q1 2024.
196 funds tracked by Wall St. Rank held IES Holdings as of Q2 2024.

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