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Avior Wealth Management’s Hilton Grand Vacations HGV Stock Holding History

Avior Wealth Management’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$77 – 1431
2024
Q4 		$77 Hold
2
– – ﹤0.01% 2419
2024
Q3 		$72 Sell
2
-10
-83% -$387 ﹤0.01% 2271
2024
Q2 		$485 Sell
12
-872
-99% -$37K ﹤0.01% 2122
2024
Q1 		$41.7K Buy
+884
New +$38.7K ﹤0.01% 1300
2023
Q4 		– Sell
-109
Closed -$4.44K – 1598
2023
Q3 		$4.44K Hold
109
– – ﹤0.01% 1224
2023
Q2 		$4.95K Buy
109
+21
+24% +$937 ﹤0.01% 1170
2023
Q1 		$3.91K Buy
+88
New +$3.99K ﹤0.01% 1263

Other funds holding HGV

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
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
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Hilton Grand Vacations (HGV) in Q1 2025, closing a stake of 2 shares — an estimated $77 sold.

Avior Wealth Management first reported a position in HGV in Q1 2023 and held it in 7 quarters. The position peaked at $41.7K in Q1 2024. 255 funds tracked by Wall St. Rank hold HGV as of Q1 2025.

  • Avior Wealth Management reported no remaining Hilton Grand Vacations position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 Hilton Grand Vacations shares in Q1 2025, an estimated $77.
  • Avior Wealth Management first reported a position in Hilton Grand Vacations in Q1 2023 and held it in 7 quarters.
  • Avior Wealth Management's Hilton Grand Vacations position peaked at $41.7K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q1 2025.

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