AWM
SEM

Avior Wealth Management’s Select Medical SEM Stock Holding History

Avior Wealth Management’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-646
Closed -$10.5K – 3471
2024
Q1 		$10.5K Buy
+646
New +$9.46K ﹤0.01% 1857
2023
Q4 		– Sell
-1,856
Closed -$25.3K – 1654
2023
Q3 		$25.3K Buy
+1,856
New +$28.7K ﹤0.01% 907

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Avior Wealth Management sold out of Select Medical (SEM) in Q2 2024, closing a stake of 646 shares — an estimated $10.5K sold.

Avior Wealth Management first reported a position in SEM in Q3 2023 and held it in 2 quarters. The position peaked at $25.3K in Q3 2023. 256 funds tracked by Wall St. Rank hold SEM as of Q2 2024.

  • Avior Wealth Management reported no remaining Select Medical position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 646 Select Medical shares in Q2 2024, an estimated $10.5K.
  • Avior Wealth Management first reported a position in Select Medical in Q3 2023 and held it in 2 quarters.
  • Avior Wealth Management's Select Medical position peaked at $25.3K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Select Medical as of Q2 2024.

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