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Avior Wealth Management’s MGP Ingredients MGPI Stock Holding History

Avior Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-155
Closed -$13.3K – 3126
2024
Q1 		$13.3K Buy
+155
New +$13.4K ﹤0.01% 1763

Other funds holding MGPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of MGP Ingredients (MGPI) in Q2 2024, closing a stake of 155 shares — an estimated $13.3K sold.

Avior Wealth Management first reported a position in MGPI in Q1 2024 and held it in 1 quarter. The position peaked at $13.3K in Q1 2024. 226 funds tracked by Wall St. Rank hold MGPI as of Q2 2024.

  • Avior Wealth Management reported no remaining MGP Ingredients position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 155 MGP Ingredients shares in Q2 2024, an estimated $13.3K.
  • Avior Wealth Management first reported a position in MGP Ingredients in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MGP Ingredients position peaked at $13.3K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2024.

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