Avion Wealth Purchases in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
16
+ 55.17%
$77.93 - $88.36 $1.25K - $1.41K
45 $3K
EW
Edwards Lifesciences Corp

Healthcare
18
+ 50.0%
$64.54 - $75.92 $1.16K - $1.37K
54 $3K
OWL
Blue Owl Capital Inc.

Financial Services
11
+ 14.29%
$19.51 - $24.81 $215 - $273
88 $2K
FE
Firstenergy Corp

Utilities
13
+ 20.63%
$39.14 - $44.52 $509 - $579
76 $3K
FTV
Fortive Corp

Technology
14
+ 50.0%
$71.16 - $79.68 $996 - $1.12K
42 $3K
HES
Hess Corp

Energy
8
+ 42.11%
$127.66 - $148.65 $1.02K - $1.19K
27 $3K
HUBB
Hubbell Inc

Industrials
2
+ 28.57%
$418.89 - $472.12 $838 - $944
9 $3K
ILMN
Illumina, Inc.

Healthcare
4
+ 19.05%
$128.99 - $155.15 $516 - $621
25 $3K
CMS
Cms Energy Corp

Utilities
19
+ 52.78%
$65.76 - $71.94 $1.25K - $1.37K
55 $3K
CLX
Clorox CO

Consumer Defensive
3
+ 18.75%
$156.51 - $169.74 $470 - $509
19 $3K
RGLD
Royal Gold Inc

Basic Materials
4
+ 28.57%
$131.05 - $154.26 $524 - $617
18 $2K
ZD
Ziff Davis, Inc.

Communication Services
11
+ 32.35%
$43.77 - $59.99 $481 - $660
45 $2K
SNA
Snap On Inc

Industrials
1
+ 16.67%
$285.44 - $371.35 $285 - $371
7 $2K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6
+ 100.0%
$180.39 - $205.43 $1.08K - $1.23K
12 $2K
ZBRA
Zebra Technologies Corp

Technology
2
+ 50.0%
$360.09 - $411.94 $720 - $824
6 $2K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 20.83%
$97.09 - $120.01 $485 - $600
29 $3K
BIIB
Biogen Inc.

Healthcare
9
+ 75.0%
$146.47 - $191.55 $1.32K - $1.72K
21 $3K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 25.0%
$209.64 - $236.44 $629 - $709
15 $3K
INGR
Ingredion Inc

Consumer Defensive
4
+ 22.22%
$132.76 - $154.86 $531 - $619
22 $3K
RIG
Transocean Ltd.

Energy
256
+ 253.47%
$3.47 - $4.67 $888 - $1.2K
357 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
24
+ 160.0%
$37.09 - $62.41 $890 - $1.5K
39 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
15
+ 187.5%
$66.06 - $72.51 $991 - $1.09K
23 $1K
ESNT
Essent Group Ltd.

Financial Services
9
+ 81.82%
$52.73 - $64.9 $475 - $584
20 $1K
RE
Everest Re Group LTD

Financial Services
3
+ 150.0%
N/A
5 $1K
CHK
Chesapeake Energy Corp

Energy
14
New
$81.46 - $87.57 $1.14K - $1.23K
14 $1K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 64.29%
$55.19 - $63.83 $497 - $574
23 $1K
GPI
Group 1 Automotive Inc

Consumer Cyclical
1
+ 50.0%
$344.56 - $435.0 $345 - $435
3 $1K
HWC
Hancock Whitney Corp

Financial Services
9
+ 64.29%
$49.12 - $61.04 $442 - $549
23 $1K
HRL
Hormel Foods Corp

Consumer Defensive
48
+ 320.0%
$29.21 - $33.55 $1.4K - $1.61K
63 $1K
ICHR
Ichor Holdings, Ltd.

Technology
33
New
$26.83 - $35.4 $885 - $1.17K
33 $1K
EQH
Equitable Holdings, Inc.

Financial Services
11
+ 57.89%
$41.59 - $50.4 $457 - $554
30 $1K
CIEN
Ciena Corp

Technology
4
+ 33.33%
$61.45 - $91.14 $246 - $365
16 $1K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
63
New
$14.29 - $18.76 $900 - $1.18K
63 $1K
ALGM
Allegro Microsystems, Inc.

Technology
42
+ 210.0%
$19.07 - $23.82 $801 - $1K
62 $1K
COLD
Americold Realty Trust

Real Estate
67
New
$21.03 - $27.78 $1.41K - $1.86K
67 $1K
BLND
Blend Labs, Inc.

Technology
95
+ 46.34%
$3.31 - $5.35 $314 - $508
300 $1K
Bunge Global Sa
7
+ 70.0%
N/A
17 $1K
BXP
Boston Properties Inc

Real Estate
7
+ 77.78%
$73.33 - $89.72 $513 - $628
16 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
46
+ 100.0%
$10.4 - $12.75 $478 - $587
92 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
6
+ 85.71%
$81.39 - $94.14 $488 - $565
13 $1K
CHRD
Oasis Petroleum Inc.

Energy
16
New
$110.83 - $137.78 $1.77K - $2.2K
16 $1K
INSW
International Seaways, Inc.

Energy
28
+ 311.11%
$32.46 - $54.3 $909 - $1.52K
37 $1K
IONS
Ionis Pharmaceuticals Inc

Healthcare
54
New
$33.73 - $40.36 $1.82K - $2.18K
54 $1K
QTWO
Q2 Holdings, Inc.

Technology
2
+ 20.0%
$77.81 - $110.85 $156 - $222
12 $1K
QLYS
Qualys, Inc.

Technology
4
+ 100.0%
$119.24 - $159.23 $477 - $637
8 $1K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
146
New
$11.35 - $18.82 $1.66K - $2.75K
146 $1K
SLM
Slm Corp

Financial Services
10
+ 27.03%
$21.37 - $28.14 $214 - $281
47 $1K
STLD
Steel Dynamics Inc

Basic Materials
4
+ 80.0%
N/A
9 $1K
STE
Steris PLC

Healthcare
4
+ 100.0%
$204.34 - $235.7 $817 - $943
8 $1K
Activity Summary
Buys All Purchases 494 New Holdings 39 Increased Positions 455 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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