AWM
OLP

Avior Wealth Management’s One Liberty Properties OLP Stock Holding History

Avior Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$90 – 3248
2024
Q1 		$90 Buy
+4
New +$85 ﹤0.01% 3235
2023
Q4 		– Sell
-173
Closed -$3.26K – 1626
2023
Q3 		$3.26K Hold
173
– – ﹤0.01% 1310
2023
Q2 		$3.52K Buy
+173
New +$3.65K ﹤0.01% 1267

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avior Wealth Management sold out of One Liberty Properties (OLP) in Q2 2024, closing a stake of 4 shares — an estimated $90 sold.

Avior Wealth Management first reported a position in OLP in Q2 2023 and held it in 3 quarters. The position peaked at $3.52K in Q2 2023. 103 funds tracked by Wall St. Rank hold OLP as of Q2 2024.

  • Avior Wealth Management reported no remaining One Liberty Properties position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 One Liberty Properties shares in Q2 2024, an estimated $90.
  • Avior Wealth Management first reported a position in One Liberty Properties in Q2 2023 and held it in 3 quarters.
  • Avior Wealth Management's One Liberty Properties position peaked at $3.52K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2024.

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