Avior Wealth Management’s MBIA MBI Stock Holding History

Avior Wealth Management’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11	Closed	-$74	–	3109
2024 Q1	$74	Buy	+11	New	+$70	﹤0.01%	3319
2019 Q4	–	Sell	-750	Closed	-$6K	–	839
2019 Q3	$6K	Buy	+750	New	+$7.01K	﹤0.01%	617

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avior Wealth Management sold out of MBIA (MBI) in Q2 2024, closing a stake of 11 shares — an estimated $74 sold.

Avior Wealth Management first reported a position in MBI in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 116 funds tracked by Wall St. Rank hold MBI as of Q2 2024.

Avior Wealth Management reported no remaining MBIA position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 11 MBIA shares in Q2 2024, an estimated $74.
Avior Wealth Management first reported a position in MBIA in Q3 2019 and held it in 2 quarters.
Avior Wealth Management's MBIA position peaked at $6K in Q3 2019.
116 funds tracked by Wall St. Rank held MBIA as of Q2 2024.

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