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Avior Wealth Management’s Financial Institutions FISI Stock Holding History

Avior Wealth Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-436
Closed -$11.1K – 2498
2024
Q3 		$11.1K Buy
+436
New +$10.4K ﹤0.01% 1521
2024
Q2 		– Sell
-4
Closed -$75 – 2779
2024
Q1 		$75 Buy
+4
New +$79 ﹤0.01% 3311

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Avior Wealth Management's FISI Position: Q4 2024 in Review

Avior Wealth Management sold out of Financial Institutions (FISI) in Q4 2024, closing a stake of 436 shares — an estimated $11.1K sold.

Avior Wealth Management first reported a position in FISI in Q1 2024 and held it in 2 quarters. The position peaked at $11.1K in Q3 2024. 142 funds tracked by Wall St. Rank hold FISI as of Q4 2024.

  • Avior Wealth Management reported no remaining Financial Institutions position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 436 Financial Institutions shares in Q4 2024, an estimated $11.1K.
  • Avior Wealth Management first reported a position in Financial Institutions in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Financial Institutions position peaked at $11.1K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.