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Avior Wealth Management’s Norwood Financial Corp NWFL Stock Holding History

Avior Wealth Management’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$27 – 3223
2024
Q1 		$27 Buy
+1
New +$28 ﹤0.01% 3633

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avior Wealth Management sold out of Norwood Financial Corp (NWFL) in Q2 2024, closing a stake of 1 share — an estimated $27 sold.

Avior Wealth Management first reported a position in NWFL in Q1 2024 and held it in 1 quarter. The position peaked at $27 in Q1 2024. 53 funds tracked by Wall St. Rank hold NWFL as of Q2 2024.

  • Avior Wealth Management reported no remaining Norwood Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Norwood Financial Corp share in Q2 2024, an estimated $27.
  • Avior Wealth Management first reported a position in Norwood Financial Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Norwood Financial Corp position peaked at $27 in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2024.

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