Avior Wealth Management’s Honda HMC Stock Holding History

Avior Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-525	Closed	-$15K	–	1442
2024 Q4	$15K	Buy	525 +312	+146%	+$8.81K	﹤0.01%	1492
2024 Q3	$6.76K	Hold	213	–	–	﹤0.01%	1674
2024 Q2	$6.87K	Sell	213 -38	-15%	-$1.29K	﹤0.01%	1630
2024 Q1	$9.34K	Buy	251 +182	+264%	+$6.25K	﹤0.01%	1895
2023 Q4	$2.13K	Hold	69	–	–	﹤0.01%	1297
2023 Q3	$2.32K	Hold	69	–	–	﹤0.01%	1368
2023 Q2	$2.09K	Sell	69 -500	-88%	-$14.1K	﹤0.01%	1349
2023 Q1	$15.1K	Buy	569 +500	+725%	+$12.5K	﹤0.01%	993
2022 Q4	$1.58K	Hold	69	–	–	﹤0.01%	1072
2022 Q3	$1K	Hold	69	–	–	﹤0.01%	1086
2022 Q2	$1K	Buy	69 +12	+21%	+$307	﹤0.01%	998
2022 Q1	$1K	Hold	57	–	–	﹤0.01%	1035
2021 Q4	$1K	Hold	57	–	–	﹤0.01%	1025
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	997
2021 Q2	$1K	Hold	57	–	–	﹤0.01%	968
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	951
2020 Q4	$1K	Hold	57	–	–	﹤0.01%	920
2020 Q3	$1K	Hold	57	–	–	﹤0.01%	874
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	847
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	724
2019 Q4	$1K	Hold	57	–	–	﹤0.01%	750
2019 Q3	$1K	Hold	57	–	–	﹤0.01%	721
2019 Q2	$1K	Buy	+57	New	+$1.52K	﹤0.01%	785

Other funds holding HMC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Avior Wealth Management sold out of Honda (HMC) in Q1 2025, closing a stake of 525 shares — an estimated $15K sold.

Avior Wealth Management first reported a position in HMC in Q2 2019 and held it in 23 quarters. The position peaked at $15.1K in Q1 2023. 340 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Avior Wealth Management reported no remaining Honda position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 525 Honda shares in Q1 2025, an estimated $15K.
Avior Wealth Management first reported a position in Honda in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's Honda position peaked at $15.1K in Q1 2023.
340 funds tracked by Wall St. Rank held Honda as of Q1 2025.

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