AWM
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Avior Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Avior Wealth Management’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-106
Closed -$3.72K – 2403
2024
Q2 		$3.72K Hold
106
– – ﹤0.01% 1814
2024
Q1 		$5.2K Hold
106
– – ﹤0.01% 2068
2023
Q4 		$3.6K Hold
106
– – ﹤0.01% 1236
2023
Q3 		$3.94K Hold
106
– – ﹤0.01% 1259
2023
Q2 		$2.9K Sell
106
-44
-29% -$1.46K ﹤0.01% 1308
2023
Q1 		$8.86K Buy
+150
New +$8.11K ﹤0.01% 1073
2021
Q3 		– Sell
-300
Closed -$25K – 1171
2021
Q2 		$25K Buy
+300
New +$26.6K ﹤0.01% 618

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return