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Avior Wealth Management’s Kinetik KNTK Stock Holding History

Avior Wealth Management’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$119 – 3030
2024
Q1 		$119 Buy
+3
New +$103 ﹤0.01% 3114

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Neuberger Berman Group
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UE
Unisphere Establishment Vaduz, Liechtenstein $11.9B AUM 6.1% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 KNTK Position: Q2 2024 in Review

Avior Wealth Management sold out of Kinetik (KNTK) in Q2 2024, closing a stake of 3 shares — an estimated $119 sold.

Avior Wealth Management first reported a position in KNTK in Q1 2024 and held it in 1 quarter. The position peaked at $119 in Q1 2024. 191 funds tracked by Wall St. Rank hold KNTK as of Q2 2024.

  • Avior Wealth Management reported no remaining Kinetik position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Kinetik shares in Q2 2024, an estimated $119.
  • Avior Wealth Management first reported a position in Kinetik in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Kinetik position peaked at $119 in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Kinetik as of Q2 2024.

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