AWM
EIC

Avior Wealth Management’s Eagle Point Income Co EIC Stock Holding History

Avior Wealth Management’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-640
Closed -$9.95K – 1198
2024
Q4 		$9.95K Buy
640
+190
+42% +$3.01K ﹤0.01% 1626
2024
Q3 		$7.25K Buy
450
+50
+13% +$786 ﹤0.01% 1652
2024
Q2 		$6.32K Buy
+400
New +$6.37K ﹤0.01% 1658

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Avior Wealth Management sold out of Eagle Point Income Co (EIC) in Q1 2025, closing a stake of 640 shares — an estimated $9.95K sold.

Avior Wealth Management first reported a position in EIC in Q2 2024 and held it in 3 quarters. The position peaked at $9.95K in Q4 2024. 32 funds tracked by Wall St. Rank hold EIC as of Q1 2025.

  • Avior Wealth Management reported no remaining Eagle Point Income Co position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 640 Eagle Point Income Co shares in Q1 2025, an estimated $9.95K.
  • Avior Wealth Management first reported a position in Eagle Point Income Co in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Eagle Point Income Co position peaked at $9.95K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2025.

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