AWM
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Avior Wealth Management’s Scansource SCSC Stock Holding History

Avior Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$220 – 3461
2024
Q1 		$220 Buy
+5
New +$204 ﹤0.01% 2838

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State Street
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Victory Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avior Wealth Management sold out of Scansource (SCSC) in Q2 2024, closing a stake of 5 shares — an estimated $220 sold.

Avior Wealth Management first reported a position in SCSC in Q1 2024 and held it in 1 quarter. The position peaked at $220 in Q1 2024. 179 funds tracked by Wall St. Rank hold SCSC as of Q2 2024.

  • Avior Wealth Management reported no remaining Scansource position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Scansource shares in Q2 2024, an estimated $220.
  • Avior Wealth Management first reported a position in Scansource in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Scansource position peaked at $220 in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Scansource as of Q2 2024.

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