AWM
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Avior Wealth Management’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

Avior Wealth Management’s Portfolio QARP Stock Details QARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-549
Closed -$15K – 849
2019
Q2 		$15K Buy
+549
New +$14.7K ﹤0.01% 560

Other funds holding QARP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Avior Wealth Management's QARP Position: Q3 2019 in Review

Avior Wealth Management sold out of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) in Q3 2019, closing a stake of 549 shares — an estimated $15K sold.

Avior Wealth Management first reported a position in QARP in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 21 funds tracked by Wall St. Rank hold QARP as of Q3 2019.

  • Avior Wealth Management reported no remaining Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position as of Q3 2019 after selling out during the quarter.
  • Avior Wealth Management sold 549 Xtrackers Russell 1000 US Quality at a Reasonable Price ETF shares in Q3 2019, an estimated $15K.
  • Avior Wealth Management first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q2 2019 and held it in 1 quarter.
  • Avior Wealth Management's Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position peaked at $15K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.