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Avior Wealth Management’s LivaNova LIVN Stock Holding History

Avior Wealth Management’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-133
Closed -$7.44K – 3071
2024
Q1 		$7.44K Buy
+133
New +$6.91K ﹤0.01% 1960
2019
Q1 		– Sell
-4,159
Closed -$380K – 686
2018
Q4 		$380K Buy
4,159
+186
+5% +$20K 0.09% 211
2018
Q3 		$493K Hold
3,973
– – 0.11% 188
2018
Q2 		$397K Buy
3,973
+792
+25% +$71.9K 0.09% 207
2018
Q1 		$282K Sell
3,181
-22
-0.7% -$1.87K 0.07% 236
2017
Q4 		$256K Buy
+3,203
New +$254K 0.06% 278

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Avior Wealth Management sold out of LivaNova (LIVN) in Q2 2024, closing a stake of 133 shares — an estimated $7.44K sold.

Avior Wealth Management first reported a position in LIVN in Q4 2017 and held it in 6 quarters. The position peaked at $493K in Q3 2018. 230 funds tracked by Wall St. Rank hold LIVN as of Q2 2024.

  • Avior Wealth Management reported no remaining LivaNova position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 133 LivaNova shares in Q2 2024, an estimated $7.44K.
  • Avior Wealth Management first reported a position in LivaNova in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's LivaNova position peaked at $493K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held LivaNova as of Q2 2024.

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