LWL
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Leo Wealth LLC’s Avis CAR Stock Holding History

Leo Wealth LLC’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
2024
Q1 		– Sell
-1,132
Closed -$201K – 336
2023
Q4 		$201K Buy
+1,132
New +$206K 0.02% 316

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leo Wealth LLC's CAR Position: Q1 2024 in Review

Leo Wealth LLC sold out of Avis (CAR) in Q1 2024, closing a stake of 1,132 shares — an estimated $201K sold.

Leo Wealth LLC first reported a position in CAR in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Leo Wealth LLC reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 1,132 Avis shares in Q1 2024, an estimated $201K.
  • Leo Wealth LLC first reported a position in Avis in Q4 2023 and held it in 1 quarter.
  • Leo Wealth LLC's Avis position peaked at $201K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

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