Avior Wealth Management’s Flowserve FLS Stock Holding History

Avior Wealth Management’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-463	Closed	-$26.6K	–	1301
2024 Q4	$26.6K	Sell	463 -178	-28%	-$10.2K	﹤0.01%	1347
2024 Q3	$33.1K	Sell	641 -2	-0.3%	-$96	﹤0.01%	1262
2024 Q2	$30.9K	Sell	643 -70	-10%	-$3.35K	﹤0.01%	1247
2024 Q1	$32.6K	Buy	713 +101	+17%	+$4.25K	﹤0.01%	1400
2023 Q4	$25.2K	Buy	612 +84	+16%	+$3.23K	﹤0.01%	846
2023 Q3	$21K	Buy	528 +68	+15%	+$2.63K	﹤0.01%	933
2023 Q2	$17.1K	Hold	460	–	–	﹤0.01%	957
2023 Q1	$15.6K	Sell	460 -100	-18%	-$3.35K	﹤0.01%	988
2022 Q4	$17.2K	Hold	560	–	–	﹤0.01%	776
2022 Q3	$13K	Hold	560	–	–	﹤0.01%	813
2022 Q2	$16K	Hold	560	–	–	﹤0.01%	701
2022 Q1	$20K	Hold	560	–	–	﹤0.01%	709
2021 Q4	$17K	Hold	560	–	–	﹤0.01%	732
2021 Q3	$19K	Hold	560	–	–	﹤0.01%	675
2021 Q2	$22K	Hold	560	–	–	﹤0.01%	638
2021 Q1	$21K	Hold	560	–	–	﹤0.01%	643
2020 Q4	$20K	Hold	560	–	–	﹤0.01%	620
2020 Q3	$15K	Hold	560	–	–	﹤0.01%	636
2020 Q2	$15K	Sell	560 -7,020	-93%	-$187K	﹤0.01%	615
2020 Q1	$180K	Buy	7,580 +160	+2%	+$6.46K	0.04%	358
2019 Q4	$368K	Buy	7,420 +2,340	+46%	+$112K	0.06%	277
2019 Q3	$236K	Hold	5,080	–	–	0.04%	342
2019 Q2	$268K	Sell	5,080 -1,120	-18%	-$55K	0.05%	318
2019 Q1	$279K	Buy	6,200 +1,900	+44%	+$82.9K	0.06%	290
2018 Q4	$163K	Sell	4,300 -690	-14%	-$32.3K	0.04%	355
2018 Q3	$273K	Hold	4,990	–	–	0.06%	281
2018 Q2	$202K	Buy	4,990 +100	+2%	+$4.36K	0.05%	325
2018 Q1	$212K	Buy	4,890 +530	+12%	+$23.1K	0.05%	294
2017 Q4	$184K	Buy	4,360 +4,060	+1,353%	+$170K	0.04%	353
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	312
2017 Q2	$14K	Hold	300	–	–	0.01%	286
2017 Q1	$15K	Hold	300	–	–	0.01%	322
2016 Q4	$14K	Hold	300	–	–	0.01%	311
2016 Q3	$14K	Hold	300	–	–	0.01%	322
2016 Q2	$14K	Hold	300	–	–	0.01%	319
2016 Q1	$13K	Hold	300	–	–	0.01%	326
2015 Q4	$13K	Hold	300	–	–	0.01%	294
2015 Q3	$12K	Hold	300	–	–	0.01%	271
2015 Q2	$16K	Hold	300	–	–	0.01%	230
2015 Q1	$17K	Hold	300	–	–	0.01%	211
2014 Q4	$18K	Hold	300	–	–	0.01%	196
2014 Q3	$21K	Hold	300	–	–	0.02%	188
2014 Q2	$22K	Hold	300	–	–	0.02%	184
2014 Q1	$24K	Buy	+300	New	+$23K	0.02%	182

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Avior Wealth Management sold out of Flowserve (FLS) in Q1 2025, closing a stake of 463 shares — an estimated $26.6K sold.

Avior Wealth Management first reported a position in FLS in Q1 2014 and held it in 44 quarters. The position peaked at $368K in Q4 2019. 484 funds tracked by Wall St. Rank hold FLS as of Q1 2025.

Avior Wealth Management reported no remaining Flowserve position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 463 Flowserve shares in Q1 2025, an estimated $26.6K.
Avior Wealth Management first reported a position in Flowserve in Q1 2014 and held it in 44 quarters.
Avior Wealth Management's Flowserve position peaked at $368K in Q4 2019.
484 funds tracked by Wall St. Rank held Flowserve as of Q1 2025.

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