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Avior Wealth Management’s Manitowoc MTW Stock Holding History

Avior Wealth Management’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$98 – 3160
2024
Q1 		$98 Buy
+7
New +$104 ﹤0.01% 3207

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Dimensional Fund Advisors
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Avior Wealth Management sold out of Manitowoc (MTW) in Q2 2024, closing a stake of 7 shares — an estimated $98 sold.

Avior Wealth Management first reported a position in MTW in Q1 2024 and held it in 1 quarter. The position peaked at $98 in Q1 2024. 151 funds tracked by Wall St. Rank hold MTW as of Q2 2024.

  • Avior Wealth Management reported no remaining Manitowoc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Manitowoc shares in Q2 2024, an estimated $98.
  • Avior Wealth Management first reported a position in Manitowoc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Manitowoc position peaked at $98 in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Manitowoc as of Q2 2024.

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