AWM
DJT icon

Avior Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Avior Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,826
Closed -$199K – 2406
2024
Q4 		$199K Buy
5,826
+916
+19% +$29.1K 0.01% 704
2024
Q3 		$78.9K Hold
4,910
– – ﹤0.01% 953
2024
Q2 		$161K Sell
4,910
-66
-1% -$2.77K 0.01% 731
2024
Q1 		$308K Sell
4,976
-9,340
-65% -$362K 0.01% 576
2023
Q4 		$251K Hold
14,316
– – 0.02% 483
2023
Q3 		$235K Buy
14,316
+970
+7% +$15.1K 0.02% 492
2023
Q2 		$168K Buy
13,346
+1,160
+10% +$15.2K 0.01% 559
2023
Q1 		$171K Buy
12,186
+11,668
+2,253% +$173K 0.01% 548
2022
Q4 		$7.77K Hold
518
– – ﹤0.01% 894
2022
Q3 		$8K Buy
518
+222
+75% +$5.85K ﹤0.01% 887
2022
Q2 		$7K Buy
296
+36
+14% +$1.5K ﹤0.01% 827
2022
Q1 		$16K Sell
260
-50
-16% -$3.76K ﹤0.01% 758
2021
Q4 		$15K Buy
+310
New +$14K ﹤0.01% 760

Other funds holding DJT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avior Wealth Management sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 5,826 shares — an estimated $199K sold.

Avior Wealth Management first reported a position in DJT in Q4 2021 and held it in 13 quarters. The position peaked at $308K in Q1 2024. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

  • Avior Wealth Management reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,826 Trump Media & Technology Group shares in Q1 2025, an estimated $199K.
  • Avior Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's Trump Media & Technology Group position peaked at $308K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

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