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Avior Wealth Management’s United Natural Foods UNFI Stock Holding History

Avior Wealth Management’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-209
Closed -$2.4K – 3659
2024
Q1 		$2.4K Buy
+209
New +$3.04K ﹤0.01% 2247

Other funds holding UNFI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

Avior Wealth Management sold out of United Natural Foods (UNFI) in Q2 2024, closing a stake of 209 shares — an estimated $2.4K sold.

Avior Wealth Management first reported a position in UNFI in Q1 2024 and held it in 1 quarter. The position peaked at $2.4K in Q1 2024. 222 funds tracked by Wall St. Rank hold UNFI as of Q2 2024.

  • Avior Wealth Management reported no remaining United Natural Foods position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 209 United Natural Foods shares in Q2 2024, an estimated $2.4K.
  • Avior Wealth Management first reported a position in United Natural Foods in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's United Natural Foods position peaked at $2.4K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2024.

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