AWM
PWOD

Avior Wealth Management’s Penns Woods Bancorp PWOD Stock Holding History

Avior Wealth Management’s Portfolio PWOD Stock Details PWOD 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 – 3368
2024
Q1 		$19 Buy
+1
New +$20 ﹤0.01% 3697

Other funds holding PWOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Avior Wealth Management sold out of Penns Woods Bancorp (PWOD) in Q2 2024, closing a stake of 1 share — an estimated $19 sold.

Avior Wealth Management first reported a position in PWOD in Q1 2024 and held it in 1 quarter. The position peaked at $19 in Q1 2024. 63 funds tracked by Wall St. Rank hold PWOD as of Q2 2024.

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

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