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Avior Wealth Management’s Mohawk Industries MHK Stock Holding History

Avior Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-84
Closed -$11K – 3128
2024
Q1 		$11K Buy
+84
New +$9.44K ﹤0.01% 1836
2019
Q1 		– Sell
-829
Closed -$96K – 688
2018
Q4 		$96K Hold
829
– – 0.02% 433
2018
Q3 		$145K Hold
829
– – 0.03% 406
2018
Q2 		$178K Buy
829
+87
+12% +$19K 0.04% 352
2018
Q1 		$172K Sell
742
-51
-6% -$13.1K 0.04% 349
2017
Q4 		$219K Buy
+793
New +$213K 0.05% 309

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Avior Wealth Management sold out of Mohawk Industries (MHK) in Q2 2024, closing a stake of 84 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in MHK in Q4 2017 and held it in 6 quarters. The position peaked at $219K in Q4 2017. 435 funds tracked by Wall St. Rank hold MHK as of Q2 2024.

  • Avior Wealth Management reported no remaining Mohawk Industries position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 84 Mohawk Industries shares in Q2 2024, an estimated $11K.
  • Avior Wealth Management first reported a position in Mohawk Industries in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Mohawk Industries position peaked at $219K in Q4 2017.
  • 435 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2024.

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