AWM
TRUE

Avior Wealth Management’s TrueCar TRUE Stock Holding History

Avior Wealth Management’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$57 – 3623
2024
Q1 		$57 Buy
+17
New +$59 ﹤0.01% 3426

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Avior Wealth Management sold out of TrueCar (TRUE) in Q2 2024, closing a stake of 17 shares — an estimated $57 sold.

Avior Wealth Management first reported a position in TRUE in Q1 2024 and held it in 1 quarter. The position peaked at $57 in Q1 2024. 100 funds tracked by Wall St. Rank hold TRUE as of Q2 2024.

  • Avior Wealth Management reported no remaining TrueCar position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 TrueCar shares in Q2 2024, an estimated $57.
  • Avior Wealth Management first reported a position in TrueCar in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's TrueCar position peaked at $57 in Q1 2024.
  • 100 funds tracked by Wall St. Rank held TrueCar as of Q2 2024.

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