Avior Wealth Management’s Ball Corp BALL Stock Holding History

Avior Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-330	Closed	-$18.2K	–	870
2024 Q4	$18.2K	Sell	330 -22	-6%	-$1.35K	﹤0.01%	1438
2024 Q3	$23.9K	Buy	352 +113	+47%	+$7.17K	﹤0.01%	1341
2024 Q2	$14.3K	Sell	239 -36	-13%	-$2.41K	﹤0.01%	1418
2024 Q1	$18.5K	Buy	275 +131	+91%	+$7.96K	﹤0.01%	1641
2023 Q4	$8.28K	Hold	144	–	–	﹤0.01%	1025
2023 Q3	$7.17K	Hold	144	–	–	﹤0.01%	1096
2023 Q2	$8.38K	Hold	144	–	–	﹤0.01%	1056
2023 Q1	$7.93K	Hold	144	–	–	﹤0.01%	1096
2022 Q4	$7.36K	Hold	144	–	–	﹤0.01%	901
2022 Q3	$6K	Hold	144	–	–	﹤0.01%	911
2022 Q2	$9K	Hold	144	–	–	﹤0.01%	783
2022 Q1	$12K	Hold	144	–	–	﹤0.01%	796
2021 Q4	$13K	Buy	144 +84	+140%	+$7.77K	﹤0.01%	771
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	842
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	833
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	822
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	779
2020 Q3	$4K	Buy	+60	New	+$4.62K	﹤0.01%	757
2018 Q4	–	Sell	-11,700	Closed	-$515K	–	702
2018 Q3	$515K	Sell	11,700 -6,000	-34%	-$244K	0.11%	181
2018 Q2	$629K	Buy	17,700 +2,430	+16%	+$93.1K	0.14%	142
2018 Q1	$606K	Buy	15,270 +2,430	+19%	+$95K	0.14%	145
2017 Q4	$186K	Buy	+12,840	New	+$521K	0.04%	351

Other funds holding BALL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Ball Corp (BALL) in Q1 2025, closing a stake of 330 shares — an estimated $18.2K sold.

Avior Wealth Management first reported a position in BALL in Q4 2017 and held it in 22 quarters. The position peaked at $629K in Q2 2018. 708 funds tracked by Wall St. Rank hold BALL as of Q1 2025.

Avior Wealth Management reported no remaining Ball Corp position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 330 Ball Corp shares in Q1 2025, an estimated $18.2K.
Avior Wealth Management first reported a position in Ball Corp in Q4 2017 and held it in 22 quarters.
Avior Wealth Management's Ball Corp position peaked at $629K in Q2 2018.
708 funds tracked by Wall St. Rank held Ball Corp as of Q1 2025.

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