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Avior Wealth Management’s Ponce Financial Group PDLB Stock Holding History

Avior Wealth Management’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$35 – 3299
2024
Q1 		$35 Buy
+4
New +$36 ﹤0.01% 3574

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

Avior Wealth Management sold out of Ponce Financial Group (PDLB) in Q2 2024, closing a stake of 4 shares — an estimated $35 sold.

Avior Wealth Management first reported a position in PDLB in Q1 2024 and held it in 1 quarter. The position peaked at $35 in Q1 2024. 55 funds tracked by Wall St. Rank hold PDLB as of Q2 2024.

  • Avior Wealth Management reported no remaining Ponce Financial Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Ponce Financial Group shares in Q2 2024, an estimated $35.
  • Avior Wealth Management first reported a position in Ponce Financial Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ponce Financial Group position peaked at $35 in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2024.

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