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
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $97M AUM 28.76% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Avior Wealth Management sold out of Lindblad Expeditions (LIND) in Q2 2024, closing a stake of 8 shares — an estimated $74 sold.

Avior Wealth Management first reported a position in LIND in Q4 2015 and held it in 7 quarters. The position peaked at $6K in Q4 2015. 137 funds tracked by Wall St. Rank hold LIND as of Q2 2024.

  • Avior Wealth Management reported no remaining Lindblad Expeditions position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Lindblad Expeditions shares in Q2 2024, an estimated $74.
  • Avior Wealth Management first reported a position in Lindblad Expeditions in Q4 2015 and held it in 7 quarters.
  • Avior Wealth Management's Lindblad Expeditions position peaked at $6K in Q4 2015.
  • 137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2024.

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