AWM
KWY

Avior Wealth Management’s Kingsway Corp KWY Stock Holding History

Avior Wealth Management’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$33 – 3023
2024
Q1 		$33 Buy
+4
New +$34 ﹤0.01% 3584

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

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

Avior Wealth Management sold out of Kingsway Corp (KWY) in Q2 2024, closing a stake of 4 shares — an estimated $33 sold.

Avior Wealth Management first reported a position in KWY in Q1 2024 and held it in 1 quarter. The position peaked at $33 in Q1 2024. 49 funds tracked by Wall St. Rank hold KWY as of Q2 2024.

  • Avior Wealth Management reported no remaining Kingsway Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Kingsway Corp shares in Q2 2024, an estimated $33.
  • Avior Wealth Management first reported a position in Kingsway Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Kingsway Corp position peaked at $33 in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Kingsway Corp as of Q2 2024.

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