AWM
SEVN

Avior Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Avior Wealth Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-32
Closed – – 1127
2020
Q4 		$0 Sell
32
-433
-93% -$3.67K ﹤0.01% 1069
2020
Q3 		$4K Sell
465
-335
-42% -$3.56K ﹤0.01% 775
2020
Q2 		$9K Hold
800
– – ﹤0.01% 679
2020
Q1 		$8K Hold
800
– – ﹤0.01% 605
2019
Q4 		$16K Buy
+800
New +$16.2K ﹤0.01% 547

Other funds holding SEVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's SEVN Position: Q1 2021 in Review

Avior Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q1 2021, closing a stake of 32 shares.

Avior Wealth Management first reported a position in SEVN in Q4 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 31 funds tracked by Wall St. Rank hold SEVN as of Q1 2021.

  • Avior Wealth Management reported no remaining Seven Hills Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 32 Seven Hills Realty Trust shares in Q1 2021.
  • Avior Wealth Management first reported a position in Seven Hills Realty Trust in Q4 2019 and held it in 5 quarters.
  • Avior Wealth Management's Seven Hills Realty Trust position peaked at $16K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.