AWM
SCS

Avior Wealth Management’s Steelcase SCS Stock Holding History

Avior Wealth Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$235 – 3460
2024
Q1 		$235 Buy
+18
New +$231 ﹤0.01% 2808
2019
Q1 		– Sell
-10,068
Closed -$149K – 707
2018
Q4 		$149K Sell
10,068
-461
-4% -$7.49K 0.04% 373
2018
Q3 		$195K Sell
10,529
-1,897
-15% -$27.8K 0.04% 347
2018
Q2 		$168K Buy
12,426
+1,087
+10% +$15.4K 0.04% 366
2018
Q1 		$154K Sell
11,339
-769
-6% -$11.3K 0.04% 378
2017
Q4 		$184K Buy
+12,108
New +$178K 0.04% 354

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Steelcase (SCS) in Q2 2024, closing a stake of 18 shares — an estimated $235 sold.

Avior Wealth Management first reported a position in SCS in Q4 2017 and held it in 6 quarters. The position peaked at $195K in Q3 2018. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2024.

  • Avior Wealth Management reported no remaining Steelcase position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 Steelcase shares in Q2 2024, an estimated $235.
  • Avior Wealth Management first reported a position in Steelcase in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Steelcase position peaked at $195K in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Steelcase as of Q2 2024.

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