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Avior Wealth Management’s USA Compression Partners USAC Stock Holding History

Avior Wealth Management’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-865
Closed -$4K – 994
2020
Q1 		$4K Buy
+865
New +$11.5K ﹤0.01% 653

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SOAMC
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAC
Dividend Assets Capital Ridgeland, South Carolina $501M AUM 13.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's USAC Position: Q2 2020 in Review

Avior Wealth Management sold out of USA Compression Partners (USAC) in Q2 2020, closing a stake of 865 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in USAC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 79 funds tracked by Wall St. Rank hold USAC as of Q2 2020.

  • Avior Wealth Management reported no remaining USA Compression Partners position as of Q2 2020 after selling out during the quarter.
  • Avior Wealth Management sold 865 USA Compression Partners shares in Q2 2020, an estimated $4K.
  • Avior Wealth Management first reported a position in USA Compression Partners in Q1 2020 and held it in 1 quarter.
  • Avior Wealth Management's USA Compression Partners position peaked at $4K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held USA Compression Partners as of Q2 2020.

Based on Avior Wealth Management's 13F filing for Q2 2020, filed 2 Jul 2020.