AWM
SWTX

Avior Wealth Management’s SpringWorks Therapeutics SWTX Stock Holding History

Avior Wealth Management’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-288
Closed -$14.2K – 3562
2024
Q1 		$14.2K Buy
+288
New +$13.3K ﹤0.01% 1733

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Avior Wealth Management sold out of SpringWorks Therapeutics (SWTX) in Q2 2024, closing a stake of 288 shares — an estimated $14.2K sold.

Avior Wealth Management first reported a position in SWTX in Q1 2024 and held it in 1 quarter. The position peaked at $14.2K in Q1 2024. 209 funds tracked by Wall St. Rank hold SWTX as of Q2 2024.

  • Avior Wealth Management reported no remaining SpringWorks Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 288 SpringWorks Therapeutics shares in Q2 2024, an estimated $14.2K.
  • Avior Wealth Management first reported a position in SpringWorks Therapeutics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's SpringWorks Therapeutics position peaked at $14.2K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q2 2024.

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