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Avior Wealth Management’s INNOVATE Corp VATE Stock Holding History

Avior Wealth Management’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$4 – 3675
2024
Q1 		$4 Buy
+1
New +$9 ﹤0.01% 3816

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AIP
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SCM
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WCM
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BlackRock
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Millennium Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of INNOVATE Corp (VATE) in Q2 2024, closing a stake of 1 share — an estimated $4 sold.

Avior Wealth Management first reported a position in VATE in Q1 2024 and held it in 1 quarter. The position peaked at $4 in Q1 2024. 65 funds tracked by Wall St. Rank hold VATE as of Q2 2024.

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

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