AWM
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Avior Wealth Management’s Pangaea Logistics PANL Stock Holding History

Avior Wealth Management’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$48 – 3280
2024
Q1 		$48 Buy
+7
New +$57 ﹤0.01% 3479

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Avior Wealth Management sold out of Pangaea Logistics (PANL) in Q2 2024, closing a stake of 7 shares — an estimated $48 sold.

Avior Wealth Management first reported a position in PANL in Q1 2024 and held it in 1 quarter. The position peaked at $48 in Q1 2024. 107 funds tracked by Wall St. Rank hold PANL as of Q2 2024.

  • Avior Wealth Management reported no remaining Pangaea Logistics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Pangaea Logistics shares in Q2 2024, an estimated $48.
  • Avior Wealth Management first reported a position in Pangaea Logistics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pangaea Logistics position peaked at $48 in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2024.

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