AWM
LIND icon

Avior Wealth Management’s Lindblad Expeditions LIND Stock Holding History

Avior Wealth Management’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$74 – 3070
2024
Q1 		$74 Buy
+8
New +$74 ﹤0.01% 3318
2017
Q2 		– Sell
-500
Closed -$4K – 470
2017
Q1 		$4K Hold
500
– – ﹤0.01% 421
2016
Q4 		$5K Hold
500
– – ﹤0.01% 386
2016
Q3 		$4K Hold
500
– – ﹤0.01% 393
2016
Q2 		$5K Hold
500
– – ﹤0.01% 379
2016
Q1 		$5K Hold
500
– – ﹤0.01% 392
2015
Q4 		$6K Buy
+500
New +$5.28K ﹤0.01% 349

Other funds holding LIND

AI
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BlackRock
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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return