AWM
MRC

Avior Wealth Management’s MRC Global MRC Stock Holding History

Avior Wealth Management’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$226 – 3152
2024
Q1 		$226 Buy
+18
New +$204 ﹤0.01% 2825
2019
Q1 		– Sell
-10,831
Closed -$132K – 690
2018
Q4 		$132K Hold
10,831
– – 0.03% 392
2018
Q3 		$203K Buy
10,831
+1,856
+21% +$38.2K 0.04% 335
2018
Q2 		$194K Sell
8,975
-2,472
-22% -$48.8K 0.04% 332
2018
Q1 		$188K Sell
11,447
-267
-2% -$4.67K 0.04% 331
2017
Q4 		$198K Buy
+11,714
New +$194K 0.04% 328

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avior Wealth Management sold out of MRC Global (MRC) in Q2 2024, closing a stake of 18 shares — an estimated $226 sold.

Avior Wealth Management first reported a position in MRC in Q4 2017 and held it in 6 quarters. The position peaked at $203K in Q3 2018. 194 funds tracked by Wall St. Rank hold MRC as of Q2 2024.

  • Avior Wealth Management reported no remaining MRC Global position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 MRC Global shares in Q2 2024, an estimated $226.
  • Avior Wealth Management first reported a position in MRC Global in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's MRC Global position peaked at $203K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held MRC Global as of Q2 2024.

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