AWM
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Avior Wealth Management’s Karat Packaging KRT Stock Holding History

Avior Wealth Management’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$5.92K – 2369
2024
Q2 		$5.92K Sell
200
-1
-0.5% -$28 ﹤0.01% 1677
2024
Q1 		$5.75K Buy
201
+74
+58% +$1.95K ﹤0.01% 2041
2023
Q4 		$3.15K Sell
127
-80
-39% -$1.76K ﹤0.01% 1254
2023
Q3 		$4.77K Buy
+207
New +$4.44K ﹤0.01% 1200

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's KRT Position: Q3 2024 in Review

Avior Wealth Management sold out of Karat Packaging (KRT) in Q3 2024, closing a stake of 200 shares — an estimated $5.92K sold.

Avior Wealth Management first reported a position in KRT in Q3 2023 and held it in 4 quarters. The position peaked at $5.92K in Q2 2024. 100 funds tracked by Wall St. Rank hold KRT as of Q3 2024.

  • Avior Wealth Management reported no remaining Karat Packaging position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 200 Karat Packaging shares in Q3 2024, an estimated $5.92K.
  • Avior Wealth Management first reported a position in Karat Packaging in Q3 2023 and held it in 4 quarters.
  • Avior Wealth Management's Karat Packaging position peaked at $5.92K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.