AWM
SMLR

Avior Wealth Management’s Semler Scientific SMLR Stock Holding History

Avior Wealth Management’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$29 – 3512
2024
Q1 		$29 Buy
+1
New +$42 ﹤0.01% 3614

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Avior Wealth Management sold out of Semler Scientific (SMLR) in Q2 2024, closing a stake of 1 share — an estimated $29 sold.

Avior Wealth Management first reported a position in SMLR in Q1 2024 and held it in 1 quarter. The position peaked at $29 in Q1 2024. 91 funds tracked by Wall St. Rank hold SMLR as of Q2 2024.

  • Avior Wealth Management reported no remaining Semler Scientific position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Semler Scientific share in Q2 2024, an estimated $29.
  • Avior Wealth Management first reported a position in Semler Scientific in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Semler Scientific position peaked at $29 in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2024.

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