Corient Private Wealth
CAR icon

Corient Private Wealth’s Avis CAR Stock Holding History

Corient Private Wealth’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Buy
+1,614
New +$184K ﹤0.01% 2491
2025
Q1 		– Sell
-5,397
Closed -$435K – 2313
2024
Q4 		$435K Buy
5,397
+363
+7% +$33.1K ﹤0.01% 1698
2024
Q3 		$441K Buy
5,034
+664
+15% +$59.9K ﹤0.01% 1807
2024
Q2 		$457K Buy
4,370
+281
+7% +$31.5K ﹤0.01% 1700
2024
Q1 		$501K Sell
4,089
-14
-0.3% -$1.93K ﹤0.01% 1627
2023
Q4 		$727K Buy
4,103
+26
+0.6% +$4.74K ﹤0.01% 1421
2023
Q3 		$733K Buy
+4,077
New +$884K ﹤0.01% 1300
2023
Q2 		– Sell
-8,467
Closed -$1.65M – 2085
2023
Q1 		$1.65M Buy
8,467
+4,078
+93% +$819K ﹤0.01% 909
2022
Q4 		$719K Buy
+4,389
New +$880K ﹤0.01% 1025

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM