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Avior Wealth Management’s Peoples Financial Services PFIS Stock Holding History

Avior Wealth Management’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$43 – 3308
2024
Q1 		$43 Sell
1
-78
-99% -$3.34K ﹤0.01% 3510
2023
Q4 		$3.85K Buy
+79
New +$3.38K ﹤0.01% 1220

Other funds holding PFIS

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
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Peoples Financial Services (PFIS) in Q2 2024, closing a stake of 1 share — an estimated $43 sold.

Avior Wealth Management first reported a position in PFIS in Q4 2023 and held it in 2 quarters. The position peaked at $3.85K in Q4 2023. 69 funds tracked by Wall St. Rank hold PFIS as of Q2 2024.

  • Avior Wealth Management reported no remaining Peoples Financial Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Peoples Financial Services share in Q2 2024, an estimated $43.
  • Avior Wealth Management first reported a position in Peoples Financial Services in Q4 2023 and held it in 2 quarters.
  • Avior Wealth Management's Peoples Financial Services position peaked at $3.85K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2024.

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