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Avior Wealth Management’s OneWater Marine ONEW Stock Holding History

Avior Wealth Management’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$56 – 3253
2024
Q1 		$56 Buy
+2
New +$54 ﹤0.01% 3431

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Vanguard Group
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PMG
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Dimensional Fund Advisors
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GEH
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Avior Wealth Management sold out of OneWater Marine (ONEW) in Q2 2024, closing a stake of 2 shares — an estimated $56 sold.

Avior Wealth Management first reported a position in ONEW in Q1 2024 and held it in 1 quarter. The position peaked at $56 in Q1 2024. 81 funds tracked by Wall St. Rank hold ONEW as of Q2 2024.

  • Avior Wealth Management reported no remaining OneWater Marine position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 OneWater Marine shares in Q2 2024, an estimated $56.
  • Avior Wealth Management first reported a position in OneWater Marine in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's OneWater Marine position peaked at $56 in Q1 2024.
  • 81 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2024.

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