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Avior Wealth Management’s Kimball Electronics KE Stock Holding History

Avior Wealth Management’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$129 – 3020
2024
Q1 		$129 Buy
+6
New +$136 ﹤0.01% 3075

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Avior Wealth Management sold out of Kimball Electronics (KE) in Q2 2024, closing a stake of 6 shares — an estimated $129 sold.

Avior Wealth Management first reported a position in KE in Q1 2024 and held it in 1 quarter. The position peaked at $129 in Q1 2024. 149 funds tracked by Wall St. Rank hold KE as of Q2 2024.

  • Avior Wealth Management reported no remaining Kimball Electronics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Kimball Electronics shares in Q2 2024, an estimated $129.
  • Avior Wealth Management first reported a position in Kimball Electronics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Kimball Electronics position peaked at $129 in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2024.

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