AWM
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Avior Wealth Management’s Information Services Group III Stock Holding History

Avior Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$44 – 2957
2024
Q1 		$44 Buy
+11
New +$48 ﹤0.01% 3503

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Vanguard Group
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Renaissance Technologies
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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Avior Wealth Management sold out of Information Services Group (III) in Q2 2024, closing a stake of 11 shares — an estimated $44 sold.

Avior Wealth Management first reported a position in III in Q1 2024 and held it in 1 quarter. The position peaked at $44 in Q1 2024. 99 funds tracked by Wall St. Rank hold III as of Q2 2024.

  • Avior Wealth Management reported no remaining Information Services Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Information Services Group shares in Q2 2024, an estimated $44.
  • Avior Wealth Management first reported a position in Information Services Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Information Services Group position peaked at $44 in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Information Services Group as of Q2 2024.

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