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Avior Wealth Management’s Maui Land & Pineapple Co MLP Stock Holding History

Avior Wealth Management’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$21 – 3134
2024
Q1 		$21 Buy
+1
New +$20 ﹤0.01% 3679

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V
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Maui Land & Pineapple Co (MLP) in Q2 2024, closing a stake of 1 share — an estimated $21 sold.

Avior Wealth Management first reported a position in MLP in Q1 2024 and held it in 1 quarter. The position peaked at $21 in Q1 2024. 56 funds tracked by Wall St. Rank hold MLP as of Q2 2024.

  • Avior Wealth Management reported no remaining Maui Land & Pineapple Co position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Maui Land & Pineapple Co share in Q2 2024, an estimated $21.
  • Avior Wealth Management first reported a position in Maui Land & Pineapple Co in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Maui Land & Pineapple Co position peaked at $21 in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q2 2024.

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