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Avior Wealth Management’s CTS Corp CTS Stock Holding History

Avior Wealth Management’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-140
Closed -$7.39K – 1093
2024
Q4 		$7.39K Hold
140
– – ﹤0.01% 1722
2024
Q3 		$6.78K Hold
140
– – ﹤0.01% 1671
2024
Q2 		$7.09K Sell
140
-491
-78% -$24.3K ﹤0.01% 1618
2024
Q1 		$29.5K Buy
631
+491
+351% +$21.5K ﹤0.01% 1449
2023
Q4 		$6.12K Hold
140
– – ﹤0.01% 1091
2023
Q3 		$5.84K Buy
+140
New +$6.03K ﹤0.01% 1143

Other funds holding CTS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of CTS Corp (CTS) in Q1 2025, closing a stake of 140 shares — an estimated $7.39K sold.

Avior Wealth Management first reported a position in CTS in Q3 2023 and held it in 6 quarters. The position peaked at $29.5K in Q1 2024. 210 funds tracked by Wall St. Rank hold CTS as of Q1 2025.

  • Avior Wealth Management reported no remaining CTS Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 140 CTS Corp shares in Q1 2025, an estimated $7.39K.
  • Avior Wealth Management first reported a position in CTS Corp in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's CTS Corp position peaked at $29.5K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held CTS Corp as of Q1 2025.

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