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Avior Wealth Management’s Birkenstock BIRK Stock Holding History

Avior Wealth Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-285
Closed -$16.1K – 911
2024
Q4 		$16.1K Hold
285
– – ﹤0.01% 1468
2024
Q3 		$14K Buy
285
+35
+14% +$1.9K ﹤0.01% 1447
2024
Q2 		$13.6K Hold
250
– – ﹤0.01% 1432
2024
Q1 		$11.8K Buy
+250
New +$11.9K ﹤0.01% 1806

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Birkenstock (BIRK) in Q1 2025, closing a stake of 285 shares — an estimated $16.1K sold.

Avior Wealth Management first reported a position in BIRK in Q1 2024 and held it in 4 quarters. The position peaked at $16.1K in Q4 2024. 216 funds tracked by Wall St. Rank hold BIRK as of Q1 2025.

  • Avior Wealth Management reported no remaining Birkenstock position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 285 Birkenstock shares in Q1 2025, an estimated $16.1K.
  • Avior Wealth Management first reported a position in Birkenstock in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Birkenstock position peaked at $16.1K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Birkenstock as of Q1 2025.

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