AWM
AVAV icon

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 – 855
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 $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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return