AWM
BOLD

Avior Wealth Management’s Boundless Bio BOLD Stock Holding History

Avior Wealth Management’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-122
Closed -$353 – 2407
2024
Q4 		$353 Hold
122
– – ﹤0.01% 2315
2024
Q3 		$423 Hold
122
– – ﹤0.01% 2186
2024
Q2 		$472 Buy
+122
New +$1.17K ﹤0.01% 2128

Other funds holding BOLD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avior Wealth Management sold out of Boundless Bio (BOLD) in Q1 2025, closing a stake of 122 shares — an estimated $353 sold.

Avior Wealth Management first reported a position in BOLD in Q2 2024 and held it in 3 quarters. The position peaked at $472 in Q2 2024. 54 funds tracked by Wall St. Rank hold BOLD as of Q1 2025.

  • Avior Wealth Management reported no remaining Boundless Bio position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 122 Boundless Bio shares in Q1 2025, an estimated $353.
  • Avior Wealth Management first reported a position in Boundless Bio in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Boundless Bio position peaked at $472 in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Boundless Bio as of Q1 2025.

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