AWM
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Avior Wealth Management’s F&G Annuities & Life FG Stock Holding History

Avior Wealth Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$828 – 1285
2024
Q4 		$828 Hold
20
– – ﹤0.01% 2220
2024
Q3 		$894 Hold
20
– – ﹤0.01% 2086
2024
Q2 		$761 Sell
20
-25
-56% -$979 ﹤0.01% 2064
2024
Q1 		$1.82K Buy
+45
New +$1.88K ﹤0.01% 2291

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avior Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2025, closing a stake of 20 shares — an estimated $828 sold.

Avior Wealth Management first reported a position in FG in Q1 2024 and held it in 4 quarters. The position peaked at $1.82K in Q1 2024. 243 funds tracked by Wall St. Rank hold FG as of Q1 2025.

  • Avior Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 F&G Annuities & Life shares in Q1 2025, an estimated $828.
  • Avior Wealth Management first reported a position in F&G Annuities & Life in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's F&G Annuities & Life position peaked at $1.82K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2025.

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