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Avior Wealth Management’s Weatherford International WFRD Stock Holding History

Avior Wealth Management’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-177
Closed -$20.4K – 3730
2024
Q1 		$20.4K Buy
177
+127
+254% +$12.9K ﹤0.01% 1592
2023
Q4 		$4.89K Hold
50
– – ﹤0.01% 1149
2023
Q3 		$4.52K Hold
50
– – ﹤0.01% 1215
2023
Q2 		$3.32K Buy
+50
New +$3.08K ﹤0.01% 1283

Other funds holding WFRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Avior Wealth Management sold out of Weatherford International (WFRD) in Q2 2024, closing a stake of 177 shares — an estimated $20.4K sold.

Avior Wealth Management first reported a position in WFRD in Q2 2023 and held it in 4 quarters. The position peaked at $20.4K in Q1 2024. 405 funds tracked by Wall St. Rank hold WFRD as of Q2 2024.

  • Avior Wealth Management reported no remaining Weatherford International position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 177 Weatherford International shares in Q2 2024, an estimated $20.4K.
  • Avior Wealth Management first reported a position in Weatherford International in Q2 2023 and held it in 4 quarters.
  • Avior Wealth Management's Weatherford International position peaked at $20.4K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Weatherford International as of Q2 2024.

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