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Avior Wealth Management’s St. Joe Company JOE Stock Holding History

Avior Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$405 – 3010
2024
Q1 		$405 Buy
+7
New +$386 ﹤0.01% 2626

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Dimensional Fund Advisors
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T. Rowe Price Investment Management
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Avior Wealth Management sold out of St. Joe Company (JOE) in Q2 2024, closing a stake of 7 shares — an estimated $405 sold.

Avior Wealth Management first reported a position in JOE in Q1 2024 and held it in 1 quarter. The position peaked at $405 in Q1 2024. 233 funds tracked by Wall St. Rank hold JOE as of Q2 2024.

  • Avior Wealth Management reported no remaining St. Joe Company position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 St. Joe Company shares in Q2 2024, an estimated $405.
  • Avior Wealth Management first reported a position in St. Joe Company in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's St. Joe Company position peaked at $405 in Q1 2024.
  • 233 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2024.

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