AWM
PLGO

Avior Wealth Management’s Pelagos Insurance Capital PLGO Stock Holding History

Avior Wealth Management’s Portfolio PLGO Stock Details PLGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$19 – 2777
2024
Q1 		$19 Buy
+1
New +$15 ﹤0.01% 3693

Other funds holding PLGO

CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Avior Wealth Management sold out of Pelagos Insurance Capital (PLGO) in Q2 2024, closing a stake of 1 share — an estimated $19 sold.

Avior Wealth Management first reported a position in PLGO in Q1 2024 and held it in 1 quarter. The position peaked at $19 in Q1 2024. 118 funds tracked by Wall St. Rank hold PLGO as of Q2 2024.

  • Avior Wealth Management reported no remaining Pelagos Insurance Capital position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Pelagos Insurance Capital share in Q2 2024, an estimated $19.
  • Avior Wealth Management first reported a position in Pelagos Insurance Capital in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pelagos Insurance Capital position peaked at $19 in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2024.

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