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Avior Wealth Management’s York Water YORW Stock Holding History

Avior Wealth Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$72 – 3768
2024
Q1 		$72 Buy
+2
New +$72 ﹤0.01% 3335

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Avior Wealth Management sold out of York Water (YORW) in Q2 2024, closing a stake of 2 shares — an estimated $72 sold.

Avior Wealth Management first reported a position in YORW in Q1 2024 and held it in 1 quarter. The position peaked at $72 in Q1 2024. 141 funds tracked by Wall St. Rank hold YORW as of Q2 2024.

  • Avior Wealth Management reported no remaining York Water position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 York Water shares in Q2 2024, an estimated $72.
  • Avior Wealth Management first reported a position in York Water in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's York Water position peaked at $72 in Q1 2024.
  • 141 funds tracked by Wall St. Rank held York Water as of Q2 2024.

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