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Avior Wealth Management’s Safe Bulkers SB Stock Holding History

Avior Wealth Management’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$69 – 3452
2024
Q1 		$69 Buy
+14
New +$62 ﹤0.01% 3355

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State Street
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Arrowstreet Capital
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Goldman Sachs
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avior Wealth Management sold out of Safe Bulkers (SB) in Q2 2024, closing a stake of 14 shares — an estimated $69 sold.

Avior Wealth Management first reported a position in SB in Q1 2024 and held it in 1 quarter. The position peaked at $69 in Q1 2024. 137 funds tracked by Wall St. Rank hold SB as of Q2 2024.

  • Avior Wealth Management reported no remaining Safe Bulkers position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 Safe Bulkers shares in Q2 2024, an estimated $69.
  • Avior Wealth Management first reported a position in Safe Bulkers in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Safe Bulkers position peaked at $69 in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2024.

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