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Avior Wealth Management’s Holley HLLY Stock Holding History

Avior Wealth Management’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,708
Closed -$11.2K – 1438
2024
Q4 		$11.2K Hold
3,708
– – ﹤0.01% 1577
2024
Q3 		$10.9K Hold
3,708
– – ﹤0.01% 1525
2024
Q2 		$13.3K Sell
3,708
-1,006
-21% -$3.92K ﹤0.01% 1440
2024
Q1 		$21K Buy
+4,714
New +$21.5K ﹤0.01% 1584

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avior Wealth Management sold out of Holley (HLLY) in Q1 2025, closing a stake of 3,708 shares — an estimated $11.2K sold.

Avior Wealth Management first reported a position in HLLY in Q1 2024 and held it in 4 quarters. The position peaked at $21K in Q1 2024. 118 funds tracked by Wall St. Rank hold HLLY as of Q1 2025.

  • Avior Wealth Management reported no remaining Holley position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,708 Holley shares in Q1 2025, an estimated $11.2K.
  • Avior Wealth Management first reported a position in Holley in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Holley position peaked at $21K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Holley as of Q1 2025.

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