AWM
M icon

Avior Wealth Management’s Macy's M Stock Holding History

Avior Wealth Management’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49
Closed -$936 – 3101
2024
Q1 		$979 Buy
+49
New +$947 ﹤0.01% 2403
2023
Q2 		– Sell
-218
Closed -$3.49K – 1636
2023
Q1 		$3.81K Buy
+218
New +$4.61K ﹤0.01% 1271
2018
Q2 		– Sell
-18
Closed -$1K – 827
2018
Q1 		$1K Hold
18
– – ﹤0.01% 742
2017
Q4 		$0 Buy
+18
New +$395 ﹤0.01% 798
2017
Q1 		– Sell
-59
Closed -$2K – 509
2016
Q4 		$2K Buy
+59
New +$2.29K ﹤0.01% 453
2015
Q4 		– Sell
-80
Closed -$3.47K – 465
2015
Q3 		$4K Hold
80
– – ﹤0.01% 339
2015
Q2 		$5K Hold
80
– – ﹤0.01% 311
2015
Q1 		$5K Hold
80
– – ﹤0.01% 286
2014
Q4 		$5K Hold
80
– – ﹤0.01% 264
2014
Q3 		$5K Buy
+80
New +$4.74K ﹤0.01% 263

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return