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Avior Wealth Management’s Pricesmart PSMT Stock Holding History

Avior Wealth Management’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$420 – 3358
2024
Q1 		$420 Buy
+5
New +$397 ﹤0.01% 2611

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Kayne Anderson Rudnick Investment Management
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Avior Wealth Management's PSMT Position: Q2 2024 in Review

Avior Wealth Management sold out of Pricesmart (PSMT) in Q2 2024, closing a stake of 5 shares — an estimated $420 sold.

Avior Wealth Management first reported a position in PSMT in Q1 2024 and held it in 1 quarter. The position peaked at $420 in Q1 2024. 260 funds tracked by Wall St. Rank hold PSMT as of Q2 2024.

  • Avior Wealth Management reported no remaining Pricesmart position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Pricesmart shares in Q2 2024, an estimated $420.
  • Avior Wealth Management first reported a position in Pricesmart in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pricesmart position peaked at $420 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Pricesmart as of Q2 2024.

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