AWM
BWG

Avior Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Avior Wealth Management’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,604
Closed -$68.8K – 964
2024
Q4 		$68.8K Sell
8,604
-232
-3% -$1.97K ﹤0.01% 1032
2024
Q3 		$78.1K Buy
8,836
+439
+5% +$3.79K ﹤0.01% 957
2024
Q2 		$69.4K Sell
8,397
-437
-5% -$3.61K ﹤0.01% 983
2024
Q1 		$74.9K Buy
+8,834
New +$74.4K ﹤0.01% 1074

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Avior Wealth Management sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2025, closing a stake of 8,604 shares — an estimated $68.8K sold.

Avior Wealth Management first reported a position in BWG in Q1 2024 and held it in 4 quarters. The position peaked at $78.1K in Q3 2024. 40 funds tracked by Wall St. Rank hold BWG as of Q1 2025.

  • Avior Wealth Management reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8,604 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2025, an estimated $68.8K.
  • Avior Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $78.1K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2025.

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