Avior Wealth Management
UFCS icon

Avior Wealth Management’s United Fire Group UFCS Stock Holding History

Avior Wealth Management’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$87 – 3648
2024
Q1 		$87 Buy
+4
New +$89 ﹤0.01% 3244

Other funds holding UFCS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management sold out of United Fire Group (UFCS) in Q2 2024, closing a stake of 4 shares — an estimated $87 sold.

Avior Wealth Management first reported a position in UFCS in Q1 2024 and held it in 1 quarter. The position peaked at $87 in Q1 2024. 152 funds tracked by Wall St. Rank hold UFCS as of Q2 2024.

  • Avior Wealth Management reported no remaining United Fire Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 United Fire Group shares in Q2 2024, an estimated $87.
  • Avior Wealth Management first reported a position in United Fire Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's United Fire Group position peaked at $87 in Q1 2024.
  • 152 funds tracked by Wall St. Rank held United Fire Group as of Q2 2024.

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