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Avior Wealth Management’s Bankunited BKU Stock Holding History

Avior Wealth Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,418
Closed -$54.1K – 917
2024
Q4 		$54.1K Sell
1,418
-6
-0.4% -$231 ﹤0.01% 1120
2024
Q3 		$51.9K Buy
1,424
+44
+3% +$1.56K ﹤0.01% 1100
2024
Q2 		$40.4K Buy
1,380
+503
+57% +$14K ﹤0.01% 1178
2024
Q1 		$24.6K Buy
+877
New +$24.5K ﹤0.01% 1517

Other funds holding BKU

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Avior Wealth Management sold out of Bankunited (BKU) in Q1 2025, closing a stake of 1,418 shares — an estimated $54.1K sold.

Avior Wealth Management first reported a position in BKU in Q1 2024 and held it in 4 quarters. The position peaked at $54.1K in Q4 2024. 288 funds tracked by Wall St. Rank hold BKU as of Q1 2025.

  • Avior Wealth Management reported no remaining Bankunited position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,418 Bankunited shares in Q1 2025, an estimated $54.1K.
  • Avior Wealth Management first reported a position in Bankunited in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Bankunited position peaked at $54.1K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q1 2025.

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