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Avior Wealth Management’s Castle Biosciences CSTL Stock Holding History

Avior Wealth Management’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$26 – 1090
2024
Q4 		$26 Hold
1
– – ﹤0.01% 2435
2024
Q3 		$28 Sell
1
-725
-100% -$18.5K ﹤0.01% 2289
2024
Q2 		$15.8K Sell
726
-5
-0.7% -$111 ﹤0.01% 1394
2024
Q1 		$16.2K Buy
731
+5
+0.7% +$109 ﹤0.01% 1693
2023
Q4 		$15.7K Hold
726
– – ﹤0.01% 923
2023
Q3 		$12.3K Buy
+726
New +$12.7K ﹤0.01% 1012
2023
Q2 		– Sell
-199
Closed -$4.52K – 1585
2023
Q1 		$4.52K Buy
+199
New +$4.86K ﹤0.01% 1230

Other funds holding CSTL

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Avior Wealth Management sold out of Castle Biosciences (CSTL) in Q1 2025, closing a stake of 1 share — an estimated $26 sold.

Avior Wealth Management first reported a position in CSTL in Q1 2023 and held it in 7 quarters. The position peaked at $16.2K in Q1 2024. 180 funds tracked by Wall St. Rank hold CSTL as of Q1 2025.

  • Avior Wealth Management reported no remaining Castle Biosciences position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 Castle Biosciences share in Q1 2025, an estimated $26.
  • Avior Wealth Management first reported a position in Castle Biosciences in Q1 2023 and held it in 7 quarters.
  • Avior Wealth Management's Castle Biosciences position peaked at $16.2K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2025.

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