AWM
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Avior Wealth Management’s Acushnet Holdings GOLF Stock Holding History

Avior Wealth Management’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$639 – 1387
2024
Q4 		$639 Hold
9
– – ﹤0.01% 2256
2024
Q3 		$573 Buy
9
+1
+13% +$66 ﹤0.01% 2154
2024
Q2 		$507 Sell
8
-245
-97% -$15.6K ﹤0.01% 2117
2024
Q1 		$16.7K Buy
+253
New +$16.4K ﹤0.01% 1681

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Avior Wealth Management sold out of Acushnet Holdings (GOLF) in Q1 2025, closing a stake of 9 shares — an estimated $639 sold.

Avior Wealth Management first reported a position in GOLF in Q1 2024 and held it in 4 quarters. The position peaked at $16.7K in Q1 2024. 301 funds tracked by Wall St. Rank hold GOLF as of Q1 2025.

  • Avior Wealth Management reported no remaining Acushnet Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 9 Acushnet Holdings shares in Q1 2025, an estimated $639.
  • Avior Wealth Management first reported a position in Acushnet Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Acushnet Holdings position peaked at $16.7K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2025.

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