AWM
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Avior Wealth Management’s Delek US DK Stock Holding History

Avior Wealth Management’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$18 – 1149
2024
Q4 		$18 Hold
1
– – ﹤0.01% 2442
2024
Q3 		$18 Hold
1
– – ﹤0.01% 2295
2024
Q2 		$24 Sell
1
-13
-93% -$359 ﹤0.01% 2245
2024
Q1 		$430 Buy
+14
New +$379 ﹤0.01% 2608
2022
Q2 		– Sell
-34
Closed – – 1099
2022
Q1 		$0 Hold
34
– – ﹤0.01% 1130
2021
Q4 		$0 Hold
34
– – ﹤0.01% 1117
2021
Q3 		$0 Hold
34
– – ﹤0.01% 1078
2021
Q2 		$0 Buy
+34
New +$768 ﹤0.01% 1053

Other funds holding DK

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Avior Wealth Management sold out of Delek US (DK) in Q1 2025, closing a stake of 1 share — an estimated $18 sold.

Avior Wealth Management first reported a position in DK in Q2 2021 and held it in 8 quarters. The position peaked at $430 in Q1 2024. 219 funds tracked by Wall St. Rank hold DK as of Q1 2025.

  • Avior Wealth Management reported no remaining Delek US position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 Delek US share in Q1 2025, an estimated $18.
  • Avior Wealth Management first reported a position in Delek US in Q2 2021 and held it in 8 quarters.
  • Avior Wealth Management's Delek US position peaked at $430 in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Delek US as of Q1 2025.

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