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Avior Wealth Management’s South Plains Financial SPFI Stock Holding History

Avior Wealth Management’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$53 – 3526
2024
Q1 		$53 Buy
+2
New +$54 ﹤0.01% 3446

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MI
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Geode Capital Management
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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KTA
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Avior Wealth Management's SPFI Position: Q2 2024 in Review

Avior Wealth Management sold out of South Plains Financial (SPFI) in Q2 2024, closing a stake of 2 shares — an estimated $53 sold.

Avior Wealth Management first reported a position in SPFI in Q1 2024 and held it in 1 quarter. The position peaked at $53 in Q1 2024. 86 funds tracked by Wall St. Rank hold SPFI as of Q2 2024.

  • Avior Wealth Management reported no remaining South Plains Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 South Plains Financial shares in Q2 2024, an estimated $53.
  • Avior Wealth Management first reported a position in South Plains Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's South Plains Financial position peaked at $53 in Q1 2024.
  • 86 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2024.

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