AWM
SGI

Avior Wealth Management’s Somnigroup International SGI Stock Holding History

Avior Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$909 – 3805
2024
Q1 		$909 Buy
+16
New +$834 ﹤0.01% 2420

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Avior Wealth Management sold out of Somnigroup International (SGI) in Q2 2024, closing a stake of 16 shares — an estimated $909 sold.

Avior Wealth Management first reported a position in SGI in Q1 2024 and held it in 1 quarter. The position peaked at $909 in Q1 2024. 386 funds tracked by Wall St. Rank hold SGI as of Q2 2024.

  • Avior Wealth Management reported no remaining Somnigroup International position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 16 Somnigroup International shares in Q2 2024, an estimated $909.
  • Avior Wealth Management first reported a position in Somnigroup International in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Somnigroup International position peaked at $909 in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2024.

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