AWM
QDEF icon

Avior Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Avior Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,052
Closed -$62K – 1204
2021
Q4 		$62K Buy
+1,052
New +$59.4K 0.01% 556

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's QDEF Position: Q1 2022 in Review

Avior Wealth Management sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q1 2022, closing a stake of 1,052 shares — an estimated $62K sold.

Avior Wealth Management first reported a position in QDEF in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 78 funds tracked by Wall St. Rank hold QDEF as of Q1 2022.

  • Avior Wealth Management reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 1,052 FlexShares Quality Dividend Defensive Index Fund shares in Q1 2022, an estimated $62K.
  • Avior Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q4 2021 and held it in 1 quarter.
  • Avior Wealth Management's FlexShares Quality Dividend Defensive Index Fund position peaked at $62K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.