Avior Wealth Management
BRCC icon

Avior Wealth Management’s BRC Inc BRCC Stock Holding History

Avior Wealth Management’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$126 – 942
2024
Q4 		$126 Hold
4
– – ﹤0.01% 2397
2024
Q3 		$136 Hold
4
– – ﹤0.01% 2246
2024
Q2 		$245 Sell
4
-1
-20% -$52 ﹤0.01% 2171
2024
Q1 		$205 Buy
5
+1
+25% +$41 ﹤0.01% 2866
2023
Q4 		$145 Hold
4
– – ﹤0.01% 1478
2023
Q3 		$143 Hold
4
– – ﹤0.01% 1545
2023
Q2 		$206 Hold
4
– – ﹤0.01% 1506
2023
Q1 		$205 Hold
4
– – ﹤0.01% 1564
2022
Q4 		$244 Hold
4
– – ﹤0.01% 1211
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1159
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1070
2022
Q1 		$0 Buy
+4
New +$706 ﹤0.01% 1106

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $46.4M AUM 13.94% 1-Year Est. Return

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

Avior Wealth Management sold out of BRC Inc (BRCC) in Q1 2025, closing a stake of 4 shares — an estimated $126 sold.

Avior Wealth Management first reported a position in BRCC in Q1 2022 and held it in 12 quarters. The position peaked at $245 in Q2 2024. 143 funds tracked by Wall St. Rank hold BRCC as of Q1 2025.

  • Avior Wealth Management reported no remaining BRC Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4 BRC Inc shares in Q1 2025, an estimated $126.
  • Avior Wealth Management first reported a position in BRC Inc in Q1 2022 and held it in 12 quarters.
  • Avior Wealth Management's BRC Inc position peaked at $245 in Q2 2024.
  • 143 funds tracked by Wall St. Rank held BRC Inc as of Q1 2025.

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