AWM
VAR

Avior Wealth Management’s Varian Medical Systems, Inc. VAR Stock Holding History

Avior Wealth Management’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5
Closed – – 1174
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1184
2020
Q4 		$0 Sell
5
-1,642
-100% -$285K ﹤0.01% 1117
2020
Q3 		$282K Sell
1,647
-23
-1% -$3.62K 0.04% 341
2020
Q2 		$203K Sell
1,670
-224
-12% -$25.9K 0.03% 380
2020
Q1 		$193K Hold
1,894
– – 0.04% 350
2019
Q4 		$268K Sell
1,894
-906
-32% -$116K 0.04% 339
2019
Q3 		$332K Sell
2,800
-517
-16% -$61.5K 0.06% 280
2019
Q2 		$451K Buy
3,317
+5
+0.2% +$668 0.08% 227
2019
Q1 		$469K Hold
3,312
– – 0.1% 204
2018
Q4 		$375K Hold
3,312
– – 0.09% 212
2018
Q3 		$371K Hold
3,312
– – 0.08% 228
2018
Q2 		$377K Sell
3,312
-447
-12% -$53.5K 0.09% 212
2018
Q1 		$461K Sell
3,759
-1,374
-27% -$164K 0.11% 181
2017
Q4 		$571K Buy
5,133
+5,083
+10,166% +$546K 0.13% 152
2017
Q3 		$5K Hold
50
– – ﹤0.01% 397
2017
Q2 		$5K Buy
+50
New +$4.82K ﹤0.01% 369

Other funds holding VAR

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

Avior Wealth Management's VAR Position: Q2 2021 in Review

Avior Wealth Management sold out of Varian Medical Systems, Inc. (VAR) in Q2 2021, closing a stake of 5 shares.

Avior Wealth Management first reported a position in VAR in Q2 2017 and held it in 16 quarters. The position peaked at $571K in Q4 2017. 1 fund tracked by Wall St. Rank holds VAR as of Q2 2021.

  • Avior Wealth Management reported no remaining Varian Medical Systems, Inc. position as of Q2 2021 after selling out during the quarter.
  • Avior Wealth Management sold 5 Varian Medical Systems, Inc. shares in Q2 2021.
  • Avior Wealth Management first reported a position in Varian Medical Systems, Inc. in Q2 2017 and held it in 16 quarters.
  • Avior Wealth Management's Varian Medical Systems, Inc. position peaked at $571K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.