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Avior Wealth Management’s Knowles KN Stock Holding History

Avior Wealth Management’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$273 – 3028
2024
Q1 		$273 Sell
17
-83
-83% -$1.36K ﹤0.01% 2754
2023
Q4 		$1.79K Hold
100
– – ﹤0.01% 1316
2023
Q3 		$1.48K Hold
100
– – ﹤0.01% 1413
2023
Q2 		$1.81K Hold
100
– – ﹤0.01% 1362
2023
Q1 		$1.7K Buy
+100
New +$1.75K ﹤0.01% 1408

Other funds holding KN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Knowles (KN) in Q2 2024, closing a stake of 17 shares — an estimated $273 sold.

Avior Wealth Management first reported a position in KN in Q1 2023 and held it in 5 quarters. The position peaked at $1.81K in Q2 2023. 226 funds tracked by Wall St. Rank hold KN as of Q2 2024.

  • Avior Wealth Management reported no remaining Knowles position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 Knowles shares in Q2 2024, an estimated $273.
  • Avior Wealth Management first reported a position in Knowles in Q1 2023 and held it in 5 quarters.
  • Avior Wealth Management's Knowles position peaked at $1.81K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Knowles as of Q2 2024.

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