Avion Wealth’s SEACOR Marine Holdings SMHI Stock Holding History

Avion Wealth’s Portfolio SMHI Stock Details SMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-130	Closed	–	–	1526
2025 Q2	$0	Buy	+130	New	+$658	﹤0.01%	1575

Other funds holding SMHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Avion Wealth's SMHI Position: Q3 2025 in Review

Avion Wealth sold out of SEACOR Marine Holdings (SMHI) in Q3 2025, closing a stake of 130 shares.

Avion Wealth first reported a position in SMHI in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 91 funds tracked by Wall St. Rank hold SMHI as of Q3 2025.

Avion Wealth reported no remaining SEACOR Marine Holdings position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 130 SEACOR Marine Holdings shares in Q3 2025.
Avion Wealth first reported a position in SEACOR Marine Holdings in Q2 2025 and held it in 1 quarter.
Avion Wealth's SEACOR Marine Holdings position peaked at $0 in Q2 2025.
91 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.