AWM
TBRG

Avior Wealth Management’s TruBridge TBRG Stock Holding History

Avior Wealth Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49
Closed -$447 – 3784
2024
Q1 		$451 Buy
+49
New +$474 ﹤0.01% 2597

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

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

Avior Wealth Management sold out of TruBridge (TBRG) in Q2 2024, closing a stake of 49 shares — an estimated $447 sold.

Avior Wealth Management first reported a position in TBRG in Q1 2024 and held it in 1 quarter. The position peaked at $451 in Q1 2024. 109 funds tracked by Wall St. Rank hold TBRG as of Q2 2024.

  • Avior Wealth Management reported no remaining TruBridge position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 49 TruBridge shares in Q2 2024, an estimated $447.
  • Avior Wealth Management first reported a position in TruBridge in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's TruBridge position peaked at $451 in Q1 2024.
  • 109 funds tracked by Wall St. Rank held TruBridge as of Q2 2024.

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