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Avior Wealth Management’s Nelnet NNI Stock Holding History

Avior Wealth Management’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$189 – 3192
2024
Q1 		$189 Buy
+2
New +$176 ﹤0.01% 2893

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MG
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FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

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

Avior Wealth Management sold out of Nelnet (NNI) in Q2 2024, closing a stake of 2 shares — an estimated $189 sold.

Avior Wealth Management first reported a position in NNI in Q1 2024 and held it in 1 quarter. The position peaked at $189 in Q1 2024. 159 funds tracked by Wall St. Rank hold NNI as of Q2 2024.

  • Avior Wealth Management reported no remaining Nelnet position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Nelnet shares in Q2 2024, an estimated $189.
  • Avior Wealth Management first reported a position in Nelnet in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Nelnet position peaked at $189 in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Nelnet as of Q2 2024.

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