AWM
REGI

Avior Wealth Management’s Renewable Energy Group, Inc. REGI Stock Holding History

Avior Wealth Management’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$12K – 1280
2022
Q1 		$12K Hold
200
– – ﹤0.01% 810
2021
Q4 		$8K Hold
200
– – ﹤0.01% 838
2021
Q3 		$10K Hold
200
– – ﹤0.01% 771
2021
Q2 		$12K Hold
200
– – ﹤0.01% 731
2021
Q1 		$13K Buy
+200
New +$17.2K ﹤0.01% 728

Other funds holding REGI

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Avior Wealth Management's REGI Position: Q2 2022 in Review

Avior Wealth Management sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 200 shares — an estimated $12K sold.

Avior Wealth Management first reported a position in REGI in Q1 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

  • Avior Wealth Management reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
  • Avior Wealth Management sold 200 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $12K.
  • Avior Wealth Management first reported a position in Renewable Energy Group, Inc. in Q1 2021 and held it in 5 quarters.
  • Avior Wealth Management's Renewable Energy Group, Inc. position peaked at $13K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.