AWM
BL icon

Avior Wealth Management’s BlackLine BL Stock Holding History

Avior Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$607 – 919
2024
Q4 		$607 Hold
10
– – ﹤0.01% 2266
2024
Q3 		$551 Hold
10
– – ﹤0.01% 2159
2024
Q2 		$484 Sell
10
-557
-98% -$30.6K ﹤0.01% 2124
2024
Q1 		$36.6K Buy
567
+532
+1,520% +$32.3K ﹤0.01% 1354
2023
Q4 		$2.19K Sell
35
-22
-39% -$1.24K ﹤0.01% 1294
2023
Q3 		$3.16K Hold
57
– – ﹤0.01% 1320
2023
Q2 		$3.07K Hold
57
– – ﹤0.01% 1295
2023
Q1 		$3.83K Buy
+57
New +$3.93K ﹤0.01% 1269

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CCG
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
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IC
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HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return