Avior Wealth Management’s LogicMark LGMK Stock Holding History

Avior Wealth Management’s Portfolio LGMK Stock Details LGMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1	Closed	-$5K	–	1088
2020 Q4	$5K	Buy	+1	New	+$2.75K	﹤0.01%	789

Other funds holding LGMK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's LGMK Position: Q1 2021 in Review

Avior Wealth Management sold out of LogicMark (LGMK) in Q1 2021, closing a stake of 1 share — an estimated $5K sold.

Avior Wealth Management first reported a position in LGMK in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 23 funds tracked by Wall St. Rank hold LGMK as of Q1 2021.

Avior Wealth Management reported no remaining LogicMark position as of Q1 2021 after selling out during the quarter.
Avior Wealth Management sold 1 LogicMark share in Q1 2021, an estimated $5K.
Avior Wealth Management first reported a position in LogicMark in Q4 2020 and held it in 1 quarter.
Avior Wealth Management's LogicMark position peaked at $5K in Q4 2020.
23 funds tracked by Wall St. Rank held LogicMark as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.