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Avior Wealth Management’s Leonardo DRS DRS Stock Holding History

Avior Wealth Management’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-168
Closed -$5.43K – 1167
2024
Q4 		$5.43K Hold
168
– – ﹤0.01% 1830
2024
Q3 		$4.74K Buy
+168
New +$4.61K ﹤0.01% 1796
2024
Q2 		– Sell
-11
Closed -$242 – 2669
2024
Q1 		$242 Buy
+11
New +$228 ﹤0.01% 2797

Other funds holding DRS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Leonardo DRS (DRS) in Q1 2025, closing a stake of 168 shares — an estimated $5.43K sold.

Avior Wealth Management first reported a position in DRS in Q1 2024 and held it in 3 quarters. The position peaked at $5.43K in Q4 2024. 254 funds tracked by Wall St. Rank hold DRS as of Q1 2025.

  • Avior Wealth Management reported no remaining Leonardo DRS position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 168 Leonardo DRS shares in Q1 2025, an estimated $5.43K.
  • Avior Wealth Management first reported a position in Leonardo DRS in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Leonardo DRS position peaked at $5.43K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2025.

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