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Avior Wealth Management’s Orchestra BioMed OBIO Stock Holding History

Avior Wealth Management’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$15 – 3231
2024
Q1 		$15 Buy
+3
New +$20 ﹤0.01% 3731

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avior Wealth Management sold out of Orchestra BioMed (OBIO) in Q2 2024, closing a stake of 3 shares — an estimated $15 sold.

Avior Wealth Management first reported a position in OBIO in Q1 2024 and held it in 1 quarter. The position peaked at $15 in Q1 2024. 47 funds tracked by Wall St. Rank hold OBIO as of Q2 2024.

  • Avior Wealth Management reported no remaining Orchestra BioMed position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Orchestra BioMed shares in Q2 2024, an estimated $15.
  • Avior Wealth Management first reported a position in Orchestra BioMed in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Orchestra BioMed position peaked at $15 in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2024.

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