AWM
E icon

Avior Wealth Management’s ENI E Stock Holding History

Avior Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,586
Closed -$70.8K – 1180
2024
Q4 		$70.8K Hold
2,586
– – ﹤0.01% 1021
2024
Q3 		$78.4K Hold
2,586
– – ﹤0.01% 956
2024
Q2 		$79.6K Sell
2,586
-81
-3% -$2.57K ﹤0.01% 936
2024
Q1 		$84.6K Buy
+2,667
New +$84.5K ﹤0.01% 1028

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Avior Wealth Management sold out of ENI (E) in Q1 2025, closing a stake of 2,586 shares — an estimated $70.8K sold.

Avior Wealth Management first reported a position in E in Q1 2024 and held it in 4 quarters. The position peaked at $84.6K in Q1 2024. 207 funds tracked by Wall St. Rank hold E as of Q1 2025.

  • Avior Wealth Management reported no remaining ENI position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,586 ENI shares in Q1 2025, an estimated $70.8K.
  • Avior Wealth Management first reported a position in ENI in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's ENI position peaked at $84.6K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held ENI as of Q1 2025.

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