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Avior Wealth Management’s Harvard Bioscience HBIO Stock Holding History

Avior Wealth Management’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,503
Closed -$31.7K – 1421
2024
Q4 		$31.7K Buy
1,503
+46
+3% +$1.06K ﹤0.01% 1294
2024
Q3 		$39.2K Buy
1,457
+1,337
+1,114% +$39.4K ﹤0.01% 1206
2024
Q2 		$3.41K Buy
120
+55
+85% +$1.93K ﹤0.01% 1837
2024
Q1 		$2.74K Buy
+65
New +$2.92K ﹤0.01% 2218

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Harvard Bioscience (HBIO) in Q1 2025, closing a stake of 1,503 shares — an estimated $31.7K sold.

Avior Wealth Management first reported a position in HBIO in Q1 2024 and held it in 4 quarters. The position peaked at $39.2K in Q3 2024. 91 funds tracked by Wall St. Rank hold HBIO as of Q1 2025.

  • Avior Wealth Management reported no remaining Harvard Bioscience position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,503 Harvard Bioscience shares in Q1 2025, an estimated $31.7K.
  • Avior Wealth Management first reported a position in Harvard Bioscience in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Harvard Bioscience position peaked at $39.2K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2025.

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