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Avior Wealth Management’s Tiptree Inc TIPT Stock Holding History

Avior Wealth Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$103 – 3596
2024
Q1 		$103 Buy
+6
New +$108 ﹤0.01% 3177

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Avior Wealth Management sold out of Tiptree Inc (TIPT) in Q2 2024, closing a stake of 6 shares — an estimated $103 sold.

Avior Wealth Management first reported a position in TIPT in Q1 2024 and held it in 1 quarter. The position peaked at $103 in Q1 2024. 114 funds tracked by Wall St. Rank hold TIPT as of Q2 2024.

  • Avior Wealth Management reported no remaining Tiptree Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Tiptree Inc shares in Q2 2024, an estimated $103.
  • Avior Wealth Management first reported a position in Tiptree Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Tiptree Inc position peaked at $103 in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2024.

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