AWM
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Avior Wealth Management’s Credo Technology Group CRDO Stock Holding History

Avior Wealth Management’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-201
Closed -$13.5K – 1076
2024
Q4 		$13.5K Buy
201
+48
+31% +$2.38K ﹤0.01% 1524
2024
Q3 		$4.71K Sell
153
-67
-30% -$2K ﹤0.01% 1798
2024
Q2 		$7.03K Buy
220
+159
+261% +$3.52K ﹤0.01% 1622
2024
Q1 		$1.29K Buy
+61
New +$1.28K ﹤0.01% 2353

Other funds holding CRDO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Avior Wealth Management sold out of Credo Technology Group (CRDO) in Q1 2025, closing a stake of 201 shares — an estimated $13.5K sold.

Avior Wealth Management first reported a position in CRDO in Q1 2024 and held it in 4 quarters. The position peaked at $13.5K in Q4 2024. 418 funds tracked by Wall St. Rank hold CRDO as of Q1 2025.

  • Avior Wealth Management reported no remaining Credo Technology Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 201 Credo Technology Group shares in Q1 2025, an estimated $13.5K.
  • Avior Wealth Management first reported a position in Credo Technology Group in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Credo Technology Group position peaked at $13.5K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2025.

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