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Avior Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Avior Wealth Management’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-91
Closed -$7.83K – 3184
2024
Q1 		$7.83K Buy
+91
New +$7.27K ﹤0.01% 1943

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avior Wealth Management sold out of Nicolet Bankshares (NIC) in Q2 2024, closing a stake of 91 shares — an estimated $7.83K sold.

Avior Wealth Management first reported a position in NIC in Q1 2024 and held it in 1 quarter. The position peaked at $7.83K in Q1 2024. 120 funds tracked by Wall St. Rank hold NIC as of Q2 2024.

  • Avior Wealth Management reported no remaining Nicolet Bankshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 91 Nicolet Bankshares shares in Q2 2024, an estimated $7.83K.
  • Avior Wealth Management first reported a position in Nicolet Bankshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Nicolet Bankshares position peaked at $7.83K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2024.

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