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Avior Wealth Management’s Palomar PLMR Stock Holding History

Avior Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26
Closed -$2.18K – 3328
2024
Q1 		$2.18K Buy
+26
New +$1.78K ﹤0.01% 2261

Other funds holding PLMR

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Avior Wealth Management sold out of Palomar (PLMR) in Q2 2024, closing a stake of 26 shares — an estimated $2.18K sold.

Avior Wealth Management first reported a position in PLMR in Q1 2024 and held it in 1 quarter. The position peaked at $2.18K in Q1 2024. 228 funds tracked by Wall St. Rank hold PLMR as of Q2 2024.

  • Avior Wealth Management reported no remaining Palomar position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 26 Palomar shares in Q2 2024, an estimated $2.18K.
  • Avior Wealth Management first reported a position in Palomar in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Palomar position peaked at $2.18K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Palomar as of Q2 2024.

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