AWM
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Avior Wealth Management’s MediaAlpha MAX Stock Holding History

Avior Wealth Management’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$101 – 3106
2024
Q1 		$101 Buy
+5
New +$80 ﹤0.01% 3183

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PFMOSF
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DSCM
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Avior Wealth Management's MAX Position: Q2 2024 in Review

Avior Wealth Management sold out of MediaAlpha (MAX) in Q2 2024, closing a stake of 5 shares — an estimated $101 sold.

Avior Wealth Management first reported a position in MAX in Q1 2024 and held it in 1 quarter. The position peaked at $101 in Q1 2024. 148 funds tracked by Wall St. Rank hold MAX as of Q2 2024.

  • Avior Wealth Management reported no remaining MediaAlpha position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 MediaAlpha shares in Q2 2024, an estimated $101.
  • Avior Wealth Management first reported a position in MediaAlpha in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MediaAlpha position peaked at $101 in Q1 2024.
  • 148 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2024.

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