AWM
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Avior Wealth Management’s Ericsson ERIC Stock Holding History

Avior Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,481
Closed -$20K – 1229
2024
Q4 		$20K Hold
2,481
– – ﹤0.01% 1410
2024
Q3 		$18.8K Buy
2,481
+1,383
+126% +$9.68K ﹤0.01% 1388
2024
Q2 		$6.77K Sell
1,098
-822
-43% -$4.59K ﹤0.01% 1633
2024
Q1 		$10.6K Buy
1,920
+1,706
+797% +$9.62K ﹤0.01% 1854
2023
Q4 		$1.35K Buy
214
+5
+2% +$25 ﹤0.01% 1348
2023
Q3 		$1.02K Hold
209
– – ﹤0.01% 1443
2023
Q2 		$1.14K Buy
209
+3
+1% +$16 ﹤0.01% 1407
2023
Q1 		$1.21K Hold
206
– – ﹤0.01% 1444
2022
Q4 		$1.21K Buy
206
+3
+1% +$18 ﹤0.01% 1104
2022
Q3 		$1K Hold
203
– – ﹤0.01% 1077
2022
Q2 		$1K Buy
203
+2
+1% +$16 ﹤0.01% 991
2022
Q1 		$1K Sell
201
-225
-53% -$2.34K ﹤0.01% 1028
2021
Q4 		$4K Buy
426
+226
+113% +$2.47K ﹤0.01% 912
2021
Q3 		$2K Hold
200
– – ﹤0.01% 937
2021
Q2 		$2K Buy
+200
New +$2.68K ﹤0.01% 902

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

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

Avior Wealth Management sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 2,481 shares — an estimated $20K sold.

Avior Wealth Management first reported a position in ERIC in Q2 2021 and held it in 15 quarters. The position peaked at $20K in Q4 2024. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Avior Wealth Management reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,481 Ericsson shares in Q1 2025, an estimated $20K.
  • Avior Wealth Management first reported a position in Ericsson in Q2 2021 and held it in 15 quarters.
  • Avior Wealth Management's Ericsson position peaked at $20K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

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