Avior Wealth Management’s Campbell Soup CPB Stock Holding History

Avior Wealth Management’s Portfolio CPB Stock Details CPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-283	Closed	-$11.9K	–	1068
2024 Q4	$11.9K	Buy	283 +29	+11%	+$1.31K	﹤0.01%	1566
2024 Q3	$12.4K	Buy	254 +51	+25%	+$2.48K	﹤0.01%	1494
2024 Q2	$9.17K	Sell	203 -486	-71%	-$21.7K	﹤0.01%	1540
2024 Q1	$30.6K	Buy	689 +479	+228%	+$20.7K	﹤0.01%	1430
2023 Q4	$9.08K	Hold	210	–	–	﹤0.01%	1010
2023 Q3	$8.63K	Hold	210	–	–	﹤0.01%	1066
2023 Q2	$9.6K	Hold	210	–	–	﹤0.01%	1032
2023 Q1	$11.5K	Hold	210	–	–	﹤0.01%	1031
2022 Q4	$11.9K	Hold	210	–	–	﹤0.01%	827
2022 Q3	$9K	Hold	210	–	–	﹤0.01%	861
2022 Q2	$10K	Hold	210	–	–	﹤0.01%	772
2022 Q1	$9K	Hold	210	–	–	﹤0.01%	839
2021 Q4	$9K	Hold	210	–	–	﹤0.01%	818
2021 Q3	$8K	Hold	210	–	–	﹤0.01%	791
2021 Q2	$9K	Hold	210	–	–	﹤0.01%	759
2021 Q1	$10K	Hold	210	–	–	﹤0.01%	753
2020 Q4	$10K	Hold	210	–	–	﹤0.01%	710
2020 Q3	$10K	Hold	210	–	–	﹤0.01%	682
2020 Q2	$10K	Hold	210	–	–	﹤0.01%	665
2020 Q1	$9K	Sell	210 -99	-32%	-$4.76K	﹤0.01%	585
2019 Q4	$15K	Buy	309 +239	+341%	+$11.3K	﹤0.01%	554
2019 Q3	$3K	Hold	70	–	–	﹤0.01%	649
2019 Q2	$3K	Hold	70	–	–	﹤0.01%	695
2019 Q1	$2K	Buy	+70	New	+$2.47K	﹤0.01%	607

Other funds holding CPB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management sold out of Campbell Soup (CPB) in Q1 2025, closing a stake of 283 shares — an estimated $11.9K sold.

Avior Wealth Management first reported a position in CPB in Q1 2019 and held it in 24 quarters. The position peaked at $30.6K in Q1 2024. 635 funds tracked by Wall St. Rank hold CPB as of Q1 2025.

Avior Wealth Management reported no remaining Campbell Soup position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 283 Campbell Soup shares in Q1 2025, an estimated $11.9K.
Avior Wealth Management first reported a position in Campbell Soup in Q1 2019 and held it in 24 quarters.
Avior Wealth Management's Campbell Soup position peaked at $30.6K in Q1 2024.
635 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2025.

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