AWM
IT icon

Avior Wealth Management’s Gartner IT Stock Holding History

Avior Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11
Closed -$5.33K – 1533
2024
Q4 		$5.33K Sell
11
-2
-15% -$1.03K ﹤0.01% 1836
2024
Q3 		$6.59K Buy
13
+1
+8% +$481 ﹤0.01% 1680
2024
Q2 		$5.39K Sell
12
-29
-71% -$12.9K ﹤0.01% 1699
2024
Q1 		$19.5K Buy
41
+28
+215% +$12.9K ﹤0.01% 1612
2023
Q4 		$5.86K Hold
13
– – ﹤0.01% 1101
2023
Q3 		$4.47K Sell
13
-1
-7% -$349 ﹤0.01% 1220
2023
Q2 		$4.9K Hold
14
– – ﹤0.01% 1175
2023
Q1 		$4.56K Buy
14
+11
+367% +$3.64K ﹤0.01% 1226
2022
Q4 		$1.01K Sell
3
-1,681
-100% -$542K ﹤0.01% 1122
2022
Q3 		$465K Sell
1,684
-296
-15% -$83K 0.04% 287
2022
Q2 		$478K Sell
1,980
-2
-0.1% -$532 0.05% 260
2022
Q1 		$589K Sell
1,982
-55
-3% -$15.9K 0.05% 259
2021
Q4 		$681K Sell
2,037
-304
-13% -$97.7K 0.06% 261
2021
Q3 		$711K Sell
2,341
-585
-20% -$170K 0.06% 242
2021
Q2 		$708K Buy
2,926
+2,837
+3,188% +$621K 0.07% 228
2021
Q1 		$16K Buy
89
+2
+2% +$348 ﹤0.01% 683
2020
Q4 		$13K Hold
87
– – ﹤0.01% 673
2020
Q3 		$10K Hold
87
– – ﹤0.01% 685
2020
Q2 		$10K Hold
87
– – ﹤0.01% 668
2020
Q1 		$8K Buy
+87
New +$11.9K ﹤0.01% 599
2019
Q2 		– Sell
-1,435
Closed -$217K – 854
2019
Q1 		$217K Buy
1,435
+90
+7% +$12.5K 0.05% 331
2018
Q4 		$171K Sell
1,345
-955
-42% -$138K 0.04% 343
2018
Q3 		$365K Sell
2,300
-74
-3% -$10.7K 0.08% 231
2018
Q2 		$316K Buy
2,374
+164
+7% +$21K 0.07% 238
2018
Q1 		$260K Sell
2,210
-1,019
-32% -$127K 0.06% 254
2017
Q4 		$398K Buy
+3,229
New +$392K 0.09% 200

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Avior Wealth Management sold out of Gartner (IT) in Q1 2025, closing a stake of 11 shares — an estimated $5.33K sold.

Avior Wealth Management first reported a position in IT in Q4 2017 and held it in 26 quarters. The position peaked at $711K in Q3 2021. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Avior Wealth Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 11 Gartner shares in Q1 2025, an estimated $5.33K.
  • Avior Wealth Management first reported a position in Gartner in Q4 2017 and held it in 26 quarters.
  • Avior Wealth Management's Gartner position peaked at $711K in Q3 2021.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

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