AWM
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Avior Wealth Management’s inTEST INTT Stock Holding History

Avior Wealth Management’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$26 – 2978
2024
Q1 		$26 Buy
+2
New +$24 ﹤0.01% 3639
2017
Q3 		– Sell
-300
Closed -$2K – 505
2017
Q2 		$2K Hold
300
– – ﹤0.01% 413
2017
Q1 		$2K Buy
+300
New +$1.55K ﹤0.01% 454

Other funds holding INTT

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

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

Avior Wealth Management sold out of inTEST (INTT) in Q2 2024, closing a stake of 2 shares — an estimated $26 sold.

Avior Wealth Management first reported a position in INTT in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 75 funds tracked by Wall St. Rank hold INTT as of Q2 2024.

  • Avior Wealth Management reported no remaining inTEST position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 inTEST shares in Q2 2024, an estimated $26.
  • Avior Wealth Management first reported a position in inTEST in Q1 2017 and held it in 3 quarters.
  • Avior Wealth Management's inTEST position peaked at $2K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held inTEST as of Q2 2024.

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