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Avior Wealth Management’s Freshpet FRPT Stock Holding History

Avior Wealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$4.89K – 1320
2024
Q4 		$4.89K Sell
33
-6
-15% -$874 ﹤0.01% 1863
2024
Q3 		$5.33K Hold
39
– – ﹤0.01% 1763
2024
Q2 		$5.05K Buy
+39
New +$4.68K ﹤0.01% 1717

Other funds holding FRPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Avior Wealth Management sold out of Freshpet (FRPT) in Q1 2025, closing a stake of 33 shares — an estimated $4.89K sold.

Avior Wealth Management first reported a position in FRPT in Q2 2024 and held it in 3 quarters. The position peaked at $5.33K in Q3 2024. 352 funds tracked by Wall St. Rank hold FRPT as of Q1 2025.

  • Avior Wealth Management reported no remaining Freshpet position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 33 Freshpet shares in Q1 2025, an estimated $4.89K.
  • Avior Wealth Management first reported a position in Freshpet in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Freshpet position peaked at $5.33K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Freshpet as of Q1 2025.

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