AWM
RPC

Avior Wealth Management’s Ridgepost Capital RPC Stock Holding History

Avior Wealth Management’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$67 – 3370
2024
Q1 		$67 Buy
+8
New +$70 ﹤0.01% 3369

Other funds holding RPC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $95.9M AUM 120.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Avior Wealth Management sold out of Ridgepost Capital (RPC) in Q2 2024, closing a stake of 8 shares — an estimated $67 sold.

Avior Wealth Management first reported a position in RPC in Q1 2024 and held it in 1 quarter. The position peaked at $67 in Q1 2024. 86 funds tracked by Wall St. Rank hold RPC as of Q2 2024.

  • Avior Wealth Management reported no remaining Ridgepost Capital position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Ridgepost Capital shares in Q2 2024, an estimated $67.
  • Avior Wealth Management first reported a position in Ridgepost Capital in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ridgepost Capital position peaked at $67 in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2024.

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