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Avior Wealth Management’s Stoneridge SRI Stock Holding History

Avior Wealth Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$147 – 3539
2024
Q1 		$147 Buy
+8
New +$142 ﹤0.01% 3012

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Vanguard Group
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CB
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ACH
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EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Avior Wealth Management sold out of Stoneridge (SRI) in Q2 2024, closing a stake of 8 shares — an estimated $147 sold.

Avior Wealth Management first reported a position in SRI in Q1 2024 and held it in 1 quarter. The position peaked at $147 in Q1 2024. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2024.

  • Avior Wealth Management reported no remaining Stoneridge position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Stoneridge shares in Q2 2024, an estimated $147.
  • Avior Wealth Management first reported a position in Stoneridge in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Stoneridge position peaked at $147 in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2024.

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