AWM
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Avior Wealth Management’s Smith & Nephew SNN Stock Holding History

Avior Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-424
Closed -$10.8K – 3523
2024
Q1 		$10.8K Buy
+424
New +$11.6K ﹤0.01% 1848

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Avior Wealth Management sold out of Smith & Nephew (SNN) in Q2 2024, closing a stake of 424 shares — an estimated $10.8K sold.

Avior Wealth Management first reported a position in SNN in Q1 2024 and held it in 1 quarter. The position peaked at $10.8K in Q1 2024. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2024.

  • Avior Wealth Management reported no remaining Smith & Nephew position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 424 Smith & Nephew shares in Q2 2024, an estimated $10.8K.
  • Avior Wealth Management first reported a position in Smith & Nephew in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Smith & Nephew position peaked at $10.8K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2024.

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