Avior Wealth Management’s ArcelorMittal MT Stock Holding History

Avior Wealth Management’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33	Closed	-$825	–	1619
2023 Q3	$825	Buy	33 +4	+14%	+$106	﹤0.01%	1457
2023 Q2	$792	Buy	29 +6	+26%	+$165	﹤0.01%	1427
2023 Q1	$692	Hold	23	–	–	﹤0.01%	1495
2022 Q4	$603	Buy	+23	New	+$564	﹤0.01%	1164
2022 Q3	–	Sell	-341	Closed	-$7K	–	1240
2022 Q2	$7K	Buy	341 +4	+1%	+$117	﹤0.01%	821
2022 Q1	$10K	Hold	337	–	–	﹤0.01%	830
2021 Q4	$10K	Hold	337	–	–	﹤0.01%	805
2021 Q3	$10K	Hold	337	–	–	﹤0.01%	765
2021 Q2	$10K	Buy	337 +2	+0.6%	+$62	﹤0.01%	750
2021 Q1	$9K	Hold	335	–	–	﹤0.01%	775
2020 Q4	$7K	Sell	335 -3	-0.9%	-$52	﹤0.01%	756
2020 Q3	$4K	Buy	338 +3	+0.9%	+$36	﹤0.01%	768
2020 Q2	$3K	Buy	+335	New	+$3.38K	﹤0.01%	766

Other funds holding MT

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Avior Wealth Management's MT Position: Q4 2023 in Review

Avior Wealth Management sold out of ArcelorMittal (MT) in Q4 2023, closing a stake of 33 shares — an estimated $825 sold.

Avior Wealth Management first reported a position in MT in Q2 2020 and held it in 13 quarters. The position peaked at $10K in Q1 2022. 192 funds tracked by Wall St. Rank hold MT as of Q4 2023.

Avior Wealth Management reported no remaining ArcelorMittal position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 33 ArcelorMittal shares in Q4 2023, an estimated $825.
Avior Wealth Management first reported a position in ArcelorMittal in Q2 2020 and held it in 13 quarters.
Avior Wealth Management's ArcelorMittal position peaked at $10K in Q1 2022.
192 funds tracked by Wall St. Rank held ArcelorMittal as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.