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Avior Wealth Management’s Greif GEF Stock Holding History

Avior Wealth Management’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-506
Closed -$30.9K – 1358
2024
Q4 		$30.9K Buy
+506
New +$33K ﹤0.01% 1304
2024
Q2 		– Sell
-4
Closed -$276 – 2838
2024
Q1 		$276 Buy
+4
New +$255 ﹤0.01% 2752

Other funds holding GEF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avior Wealth Management sold out of Greif (GEF) in Q1 2025, closing a stake of 506 shares — an estimated $30.9K sold.

Avior Wealth Management first reported a position in GEF in Q1 2024 and held it in 2 quarters. The position peaked at $30.9K in Q4 2024. 240 funds tracked by Wall St. Rank hold GEF as of Q1 2025.

  • Avior Wealth Management reported no remaining Greif position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 506 Greif shares in Q1 2025, an estimated $30.9K.
  • Avior Wealth Management first reported a position in Greif in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Greif position peaked at $30.9K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Greif as of Q1 2025.

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