AWM
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Avior Wealth Management’s Evolv Technologies EVLV Stock Holding History

Avior Wealth Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,113
Closed -$4.4K – 1247
2024
Q4 		$4.4K Hold
1,113
– – ﹤0.01% 1904
2024
Q3 		$4.51K Sell
1,113
-2,000
-64% -$6.98K ﹤0.01% 1811
2024
Q2 		$7.94K Sell
3,113
-23
-0.7% -$76 ﹤0.01% 1584
2024
Q1 		$14K Buy
3,136
+2,023
+182% +$8.74K ﹤0.01% 1744
2023
Q4 		$5.25K Hold
1,113
– – ﹤0.01% 1130
2023
Q3 		$5.41K Hold
1,113
– – ﹤0.01% 1165
2023
Q2 		$6.68K Hold
1,113
– – ﹤0.01% 1098
2023
Q1 		$3.47K Hold
1,113
– – ﹤0.01% 1307
2022
Q4 		$2.88K Hold
1,113
– – ﹤0.01% 1021
2022
Q3 		$2K Hold
1,113
– – ﹤0.01% 1024
2022
Q2 		$2K Hold
1,113
– – ﹤0.01% 941
2022
Q1 		$2K Hold
1,113
– – ﹤0.01% 979
2021
Q4 		$4K Hold
1,113
– – ﹤0.01% 913
2021
Q3 		$6K Buy
+1,113
New +$8.82K ﹤0.01% 822

Other funds holding EVLV

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 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
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Avior Wealth Management sold out of Evolv Technologies (EVLV) in Q1 2025, closing a stake of 1,113 shares — an estimated $4.4K sold.

Avior Wealth Management first reported a position in EVLV in Q3 2021 and held it in 14 quarters. The position peaked at $14K in Q1 2024. 181 funds tracked by Wall St. Rank hold EVLV as of Q1 2025.

  • Avior Wealth Management reported no remaining Evolv Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,113 Evolv Technologies shares in Q1 2025, an estimated $4.4K.
  • Avior Wealth Management first reported a position in Evolv Technologies in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's Evolv Technologies position peaked at $14K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Evolv Technologies as of Q1 2025.

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