Corient Private Wealth
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Corient Private Wealth’s A2Z Smart Technologies AZ Stock Holding History

Corient Private Wealth’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,000
Closed -$13.7K – 2288
2023
Q4 		$13.7K Hold
4,000
– – ﹤0.01% 2231
2023
Q3 		$16.5K Buy
+4,000
New +$20.4K ﹤0.01% 2112

Other funds holding AZ

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Corient Private Wealth's AZ Position: Q1 2024 in Review

Corient Private Wealth sold out of A2Z Smart Technologies (AZ) in Q1 2024, closing a stake of 4,000 shares — an estimated $13.7K sold.

Corient Private Wealth first reported a position in AZ in Q3 2023 and held it in 2 quarters. The position peaked at $16.5K in Q3 2023. 18 funds tracked by Wall St. Rank hold AZ as of Q1 2024.

  • Corient Private Wealth reported no remaining A2Z Smart Technologies position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 4,000 A2Z Smart Technologies shares in Q1 2024, an estimated $13.7K.
  • Corient Private Wealth first reported a position in A2Z Smart Technologies in Q3 2023 and held it in 2 quarters.
  • Corient Private Wealth's A2Z Smart Technologies position peaked at $16.5K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.