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Atria Wealth Solutions’s AeroVironment AVAV Stock Holding History

Atria Wealth Solutions’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$781K Buy
2,741
+9
+0.3% +$1.52K 0.02% 739
2025
Q1 		$326K Buy
+2,732
New +$420K ﹤0.01% 1427
2024
Q4 		– Sell
-1,239
Closed -$248K – 1974
2024
Q3 		$248K Hold
1,239
– – ﹤0.01% 1631
2024
Q2 		$226K Sell
1,239
-313
-20% -$56.3K ﹤0.01% 1683
2024
Q1 		$238K Buy
+1,552
New +$207K ﹤0.01% 1713
2023
Q2 		– Sell
-2,957
Closed -$271K – 1872
2023
Q1 		$271K Hold
2,957
– – ﹤0.01% 1475
2022
Q4 		$253K Buy
2,957
+33
+1% +$2.82K ﹤0.01% 1459
2022
Q3 		$244K Sell
2,924
-731
-20% -$65.4K ﹤0.01% 1436
2022
Q2 		$348K Buy
+3,655
New +$325K 0.01% 1138

Other funds holding AVAV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return