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Resurgent Financial Advisors’s Avis CAR Stock Holding History

Resurgent Financial Advisors’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
-117
Closed -$20.7K – 240
2023
Q4 		$20.7K Hold
117
– – 0.01% 489
2023
Q3 		$21K Hold
117
– – 0.01% 473
2023
Q2 		$26.8K Hold
117
– – 0.02% 440
2023
Q1 		$22.8K Sell
117
-12
-9% -$2.41K 0.02% 460
2022
Q4 		$21.1K Buy
+129
New +$25.9K 0.01% 608

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

Resurgent Financial Advisors's CAR Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Avis (CAR) in Q1 2024, closing a stake of 117 shares — an estimated $20.7K sold.

Resurgent Financial Advisors first reported a position in CAR in Q4 2022 and held it in 5 quarters. The position peaked at $26.8K in Q2 2023. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 117 Avis shares in Q1 2024, an estimated $20.7K.
  • Resurgent Financial Advisors first reported a position in Avis in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Avis position peaked at $26.8K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.