AWM
MLNK

Avior Wealth Management’s MeridianLink MLNK Stock Holding History

Avior Wealth Management’s Portfolio MLNK Stock Details MLNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$93 – 3135
2024
Q1 		$93 Buy
+5
New +$102 ﹤0.01% 3222

Other funds holding MLNK

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCMC
Serent Capital Management Company San Francisco, California $44.9M AUM 20.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of MeridianLink (MLNK) in Q2 2024, closing a stake of 5 shares — an estimated $93 sold.

Avior Wealth Management first reported a position in MLNK in Q1 2024 and held it in 1 quarter. The position peaked at $93 in Q1 2024. 94 funds tracked by Wall St. Rank hold MLNK as of Q2 2024.

  • Avior Wealth Management reported no remaining MeridianLink position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 MeridianLink shares in Q2 2024, an estimated $93.
  • Avior Wealth Management first reported a position in MeridianLink in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MeridianLink position peaked at $93 in Q1 2024.
  • 94 funds tracked by Wall St. Rank held MeridianLink as of Q2 2024.

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