AWM
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Avior Wealth Management’s Encompass Health EHC Stock Holding History

Avior Wealth Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-442
Closed -$40.9K – 1197
2024
Q4 		$40.9K Buy
442
+24
+6% +$2.36K ﹤0.01% 1204
2024
Q3 		$40.4K Buy
+418
New +$37.6K ﹤0.01% 1196

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Avior Wealth Management sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 442 shares — an estimated $40.9K sold.

Avior Wealth Management first reported a position in EHC in Q3 2024 and held it in 2 quarters. The position peaked at $40.9K in Q4 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Avior Wealth Management reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 442 Encompass Health shares in Q1 2025, an estimated $40.9K.
  • Avior Wealth Management first reported a position in Encompass Health in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Encompass Health position peaked at $40.9K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

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