AWM
NOTE

Avior Wealth Management’s FiscalNote NOTE Stock Holding History

Avior Wealth Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$15 – 3193
2024
Q1 		$15 Buy
+1
New +$17 ﹤0.01% 3730

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

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

Avior Wealth Management sold out of FiscalNote (NOTE) in Q2 2024, closing a stake of 1 share — an estimated $15 sold.

Avior Wealth Management first reported a position in NOTE in Q1 2024 and held it in 1 quarter. The position peaked at $15 in Q1 2024. 68 funds tracked by Wall St. Rank hold NOTE as of Q2 2024.

  • Avior Wealth Management reported no remaining FiscalNote position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 FiscalNote share in Q2 2024, an estimated $15.
  • Avior Wealth Management first reported a position in FiscalNote in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's FiscalNote position peaked at $15 in Q1 2024.
  • 68 funds tracked by Wall St. Rank held FiscalNote as of Q2 2024.

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