AWM
RGP icon

Avior Wealth Management’s Resources Connection RGP Stock Holding History

Avior Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$78 – 3413
2024
Q1 		$78 Buy
+6
New +$80 ﹤0.01% 3294
2023
Q2 		– Sell
-163
Closed -$2.78K – 1653
2023
Q1 		$2.78K Buy
+163
New +$2.86K ﹤0.01% 1358

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Avior Wealth Management sold out of Resources Connection (RGP) in Q2 2024, closing a stake of 6 shares — an estimated $78 sold.

Avior Wealth Management first reported a position in RGP in Q1 2023 and held it in 2 quarters. The position peaked at $2.78K in Q1 2023. 177 funds tracked by Wall St. Rank hold RGP as of Q2 2024.

  • Avior Wealth Management reported no remaining Resources Connection position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Resources Connection shares in Q2 2024, an estimated $78.
  • Avior Wealth Management first reported a position in Resources Connection in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Resources Connection position peaked at $2.78K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Resources Connection as of Q2 2024.

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