Avior Wealth Management
DCI icon

Avior Wealth Management’s Donaldson DCI Stock Holding History

Avior Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18
Closed -$1.21K – 1125
2024
Q4 		$1.21K Buy
18
+8
+80% +$590 ﹤0.01% 2183
2024
Q3 		$737 Hold
10
– – ﹤0.01% 2115
2024
Q2 		$715 Sell
10
-527
-98% -$38.7K ﹤0.01% 2073
2024
Q1 		$40.1K Buy
+537
New +$36.5K ﹤0.01% 1312

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management sold out of Donaldson (DCI) in Q1 2025, closing a stake of 18 shares — an estimated $1.21K sold.

Avior Wealth Management first reported a position in DCI in Q1 2024 and held it in 4 quarters. The position peaked at $40.1K in Q1 2024. 521 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Avior Wealth Management reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 18 Donaldson shares in Q1 2025, an estimated $1.21K.
  • Avior Wealth Management first reported a position in Donaldson in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Donaldson position peaked at $40.1K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

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