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Avior Wealth Management’s Choiceone Financial COFS Stock Holding History

Avior Wealth Management’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-345
Closed -$12.3K – 1053
2024
Q4 		$12.3K Buy
345
+211
+157% +$7.23K ﹤0.01% 1550
2024
Q3 		$4.14K Buy
+134
New +$3.85K ﹤0.01% 1839

Other funds holding COFS

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avior Wealth Management sold out of Choiceone Financial (COFS) in Q1 2025, closing a stake of 345 shares — an estimated $12.3K sold.

Avior Wealth Management first reported a position in COFS in Q3 2024 and held it in 2 quarters. The position peaked at $12.3K in Q4 2024. 88 funds tracked by Wall St. Rank hold COFS as of Q1 2025.

  • Avior Wealth Management reported no remaining Choiceone Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 345 Choiceone Financial shares in Q1 2025, an estimated $12.3K.
  • Avior Wealth Management first reported a position in Choiceone Financial in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Choiceone Financial position peaked at $12.3K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2025.

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