AWM
IMDX

Avior Wealth Management’s Insight Molecular Diagnostics IMDX Stock Holding History

Avior Wealth Management’s Portfolio IMDX Stock Details IMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$3 – 1653
2023
Q2 		$3 Hold
1
– – ﹤0.01% 1559
2023
Q1 		$5 Buy
+1
New +$7 ﹤0.01% 1624

Other funds holding IMDX

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PVI
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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's IMDX Position: Q3 2023 in Review

Avior Wealth Management sold out of Insight Molecular Diagnostics (IMDX) in Q3 2023, closing a stake of 1 share — an estimated $3 sold.

Avior Wealth Management first reported a position in IMDX in Q1 2023 and held it in 2 quarters. The position peaked at $5 in Q1 2023. 30 funds tracked by Wall St. Rank hold IMDX as of Q3 2023.

  • Avior Wealth Management reported no remaining Insight Molecular Diagnostics position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1 Insight Molecular Diagnostics share in Q3 2023, an estimated $3.
  • Avior Wealth Management first reported a position in Insight Molecular Diagnostics in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Insight Molecular Diagnostics position peaked at $5 in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.