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Avior Wealth Management’s KVH Industries KVHI Stock Holding History

Avior Wealth Management’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$10 – 3042
2024
Q1 		$10 Buy
+2
New +$10 ﹤0.01% 3777

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Avior Wealth Management sold out of KVH Industries (KVHI) in Q2 2024, closing a stake of 2 shares — an estimated $10 sold.

Avior Wealth Management first reported a position in KVHI in Q1 2024 and held it in 1 quarter. The position peaked at $10 in Q1 2024. 75 funds tracked by Wall St. Rank hold KVHI as of Q2 2024.

  • Avior Wealth Management reported no remaining KVH Industries position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 KVH Industries shares in Q2 2024, an estimated $10.
  • Avior Wealth Management first reported a position in KVH Industries in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's KVH Industries position peaked at $10 in Q1 2024.
  • 75 funds tracked by Wall St. Rank held KVH Industries as of Q2 2024.

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