AWM
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Avior Wealth Management’s Editas Medicine EDIT Stock Holding History

Avior Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-190
Closed -$241 – 1187
2024
Q4 		$241 Buy
+190
New +$484 ﹤0.01% 2345
2024
Q2 		– Sell
-17
Closed -$126 – 2689
2024
Q1 		$126 Buy
+17
New +$141 ﹤0.01% 3084
2019
Q4 		– Sell
-1,000
Closed -$22K – 806
2019
Q3 		$22K Hold
1,000
– – ﹤0.01% 515
2019
Q2 		$25K Hold
1,000
– – ﹤0.01% 502
2019
Q1 		$24K Hold
1,000
– – 0.01% 472
2018
Q4 		$22K Hold
1,000
– – 0.01% 515
2018
Q3 		$32K Hold
1,000
– – 0.01% 514
2018
Q2 		$36K Buy
+1,000
New +$35.4K 0.01% 499

Other funds holding EDIT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avior Wealth Management sold out of Editas Medicine (EDIT) in Q1 2025, closing a stake of 190 shares — an estimated $241 sold.

Avior Wealth Management first reported a position in EDIT in Q2 2018 and held it in 8 quarters. The position peaked at $36K in Q2 2018. 194 funds tracked by Wall St. Rank hold EDIT as of Q1 2025.

  • Avior Wealth Management reported no remaining Editas Medicine position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 190 Editas Medicine shares in Q1 2025, an estimated $241.
  • Avior Wealth Management first reported a position in Editas Medicine in Q2 2018 and held it in 8 quarters.
  • Avior Wealth Management's Editas Medicine position peaked at $36K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2025.

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