AWM
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Avior Wealth Management’s Energizer ENR Stock Holding History

Avior Wealth Management’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,682
Closed -$58.7K – 1215
2024
Q4 		$58.7K Sell
1,682
-376
-18% -$13K ﹤0.01% 1086
2024
Q3 		$65.4K Buy
2,058
+376
+22% +$11.3K ﹤0.01% 1026
2024
Q2 		$49.7K Sell
1,682
-120
-7% -$3.46K ﹤0.01% 1090
2024
Q1 		$53K Buy
1,802
+264
+17% +$7.98K ﹤0.01% 1209
2023
Q4 		$48.7K Hold
1,538
– – ﹤0.01% 732
2023
Q3 		$49.3K Hold
1,538
– – ﹤0.01% 762
2023
Q2 		$51.6K Sell
1,538
-5
-0.3% -$167 ﹤0.01% 755
2023
Q1 		$53.5K Hold
1,543
– – ﹤0.01% 753
2022
Q4 		$51.8K Hold
1,543
– – ﹤0.01% 620
2022
Q3 		$38K Hold
1,543
– – ﹤0.01% 645
2022
Q2 		$43K Buy
1,543
+5
+0.3% +$150 ﹤0.01% 592
2022
Q1 		$47K Hold
1,538
– – ﹤0.01% 605
2021
Q4 		$61K Sell
1,538
-1,538
-50% -$59.1K 0.01% 559
2021
Q3 		$120K Buy
+3,076
New +$124K 0.01% 467
2021
Q2 		– Sell
-11
Closed – – 1062
2021
Q1 		$0 Buy
+11
New +$506 ﹤0.01% 1040
2016
Q3 		– Sell
-30
Closed -$2K – 469
2016
Q2 		$2K Hold
30
– – ﹤0.01% 420
2016
Q1 		$1K Hold
30
– – ﹤0.01% 463
2015
Q4 		$1K Buy
+30
New +$1.15K ﹤0.01% 429

Other funds holding ENR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Energizer (ENR) in Q1 2025, closing a stake of 1,682 shares — an estimated $58.7K sold.

Avior Wealth Management first reported a position in ENR in Q4 2015 and held it in 18 quarters. The position peaked at $120K in Q3 2021. 318 funds tracked by Wall St. Rank hold ENR as of Q1 2025.

  • Avior Wealth Management reported no remaining Energizer position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,682 Energizer shares in Q1 2025, an estimated $58.7K.
  • Avior Wealth Management first reported a position in Energizer in Q4 2015 and held it in 18 quarters.
  • Avior Wealth Management's Energizer position peaked at $120K in Q3 2021.
  • 318 funds tracked by Wall St. Rank held Energizer as of Q1 2025.

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