AWM
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Avior Wealth Management’s AeroVironment AVAV Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-371
Closed -$57.1K – 854
2024
Q4 		$57.1K Sell
371
-23
-6% -$4.5K ﹤0.01% 1095
2024
Q3 		$79K Buy
394
+133
+51% +$24K ﹤0.01% 951
2024
Q2 		$47.5K Sell
261
-22
-8% -$3.95K ﹤0.01% 1103
2024
Q1 		$43.4K Buy
283
+33
+13% +$4.41K ﹤0.01% 1285
2023
Q4 		$31.5K Hold
250
– – ﹤0.01% 808
2023
Q3 		$27.9K Hold
250
– – ﹤0.01% 888
2023
Q2 		$25.6K Hold
250
– – ﹤0.01% 895
2023
Q1 		$22.9K Hold
250
– – ﹤0.01% 926
2022
Q4 		$21.4K Hold
250
– – ﹤0.01% 746
2022
Q3 		$20K Hold
250
– – ﹤0.01% 736
2022
Q2 		$20K Hold
250
– – ﹤0.01% 675
2022
Q1 		$23K Buy
+250
New +$17.3K ﹤0.01% 689

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's AVAV Position: Q1 2025 in Review

Avior Wealth Management sold out of AeroVironment (AVAV) in Q1 2025, closing a stake of 371 shares — an estimated $57.1K sold.

Avior Wealth Management first reported a position in AVAV in Q1 2022 and held it in 12 quarters. The position peaked at $79K in Q3 2024. 382 funds tracked by Wall St. Rank hold AVAV as of Q1 2025.

  • Avior Wealth Management reported no remaining AeroVironment position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 371 AeroVironment shares in Q1 2025, an estimated $57.1K.
  • Avior Wealth Management first reported a position in AeroVironment in Q1 2022 and held it in 12 quarters.
  • Avior Wealth Management's AeroVironment position peaked at $79K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held AeroVironment as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.