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Avior Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Avior Wealth Management’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48
Closed -$3.37K – 1585
2024
Q4 		$3.37K Buy
+48
New +$3.65K ﹤0.01% 1991
2024
Q2 		– Sell
-3
Closed -$268 – 3016
2024
Q1 		$268 Buy
+3
New +$210 ﹤0.01% 2762

Other funds holding KALU

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 KALU Position: Q1 2025 in Review

Avior Wealth Management sold out of Kaiser Aluminum (KALU) in Q1 2025, closing a stake of 48 shares — an estimated $3.37K sold.

Avior Wealth Management first reported a position in KALU in Q1 2024 and held it in 2 quarters. The position peaked at $3.37K in Q4 2024. 206 funds tracked by Wall St. Rank hold KALU as of Q1 2025.

  • Avior Wealth Management reported no remaining Kaiser Aluminum position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 48 Kaiser Aluminum shares in Q1 2025, an estimated $3.37K.
  • Avior Wealth Management first reported a position in Kaiser Aluminum in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Kaiser Aluminum position peaked at $3.37K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2025.

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