AWM
BHR

Avior Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

Avior Wealth Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,062
Closed -$12.2K – 904
2024
Q4 		$12.2K Hold
4,062
– – ﹤0.01% 1552
2024
Q3 		$12.6K Hold
4,062
– – ﹤0.01% 1489
2024
Q2 		$10.4K Buy
4,062
+4,049
+31,146% +$10.7K ﹤0.01% 1505
2024
Q1 		$26 Buy
+13
New +$29 ﹤0.01% 3638

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return

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

Avior Wealth Management sold out of Braemar Hotels & Resorts (BHR) in Q1 2025, closing a stake of 4,062 shares — an estimated $12.2K sold.

Avior Wealth Management first reported a position in BHR in Q1 2024 and held it in 4 quarters. The position peaked at $12.6K in Q3 2024. 121 funds tracked by Wall St. Rank hold BHR as of Q1 2025.

  • Avior Wealth Management reported no remaining Braemar Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,062 Braemar Hotels & Resorts shares in Q1 2025, an estimated $12.2K.
  • Avior Wealth Management first reported a position in Braemar Hotels & Resorts in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Braemar Hotels & Resorts position peaked at $12.6K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2025.

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