Avior Wealth Management’s Streamex Corp STEX Stock Holding History

Avior Wealth Management’s Portfolio STEX Stock Details STEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30	Closed	-$19	–	2470
2024 Q1	$19	Hold	30	–	–	﹤0.01%	3690
2023 Q4	$142	Hold	30	–	–	﹤0.01%	1479
2023 Q3	$146	Hold	30	–	–	﹤0.01%	1544
2023 Q2	$375	Hold	30	–	–	﹤0.01%	1483
2023 Q1	$342	Hold	30	–	–	﹤0.01%	1539
2022 Q4	$126	Hold	30	–	–	﹤0.01%	1238
2022 Q3	$0	Buy	+30	New	+$233	﹤0.01%	1160

Other funds holding STEX

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

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

Avior Wealth Management sold out of Streamex Corp (STEX) in Q2 2024, closing a stake of 30 shares — an estimated $19 sold.

Avior Wealth Management first reported a position in STEX in Q3 2022 and held it in 7 quarters. The position peaked at $375 in Q2 2023. 6 funds tracked by Wall St. Rank hold STEX as of Q2 2024.

Avior Wealth Management reported no remaining Streamex Corp position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 30 Streamex Corp shares in Q2 2024, an estimated $19.
Avior Wealth Management first reported a position in Streamex Corp in Q3 2022 and held it in 7 quarters.
Avior Wealth Management's Streamex Corp position peaked at $375 in Q2 2023.
6 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2024.

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