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Avior Wealth Management’s Korea Electric Power KEP Stock Holding History

Avior Wealth Management’s Portfolio KEP Stock Details KEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,878
Closed -$19.8K – 1592
2024
Q4 		$19.8K Sell
2,878
-2,451
-46% -$19.2K ﹤0.01% 1413
2024
Q3 		$41.4K Sell
5,329
-3,413
-39% -$25.9K ﹤0.01% 1187
2024
Q2 		$62K Buy
8,742
+550
+7% +$4.14K ﹤0.01% 1021
2024
Q1 		$68.2K Buy
+8,192
New +$66.3K ﹤0.01% 1111

Other funds holding KEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Avior Wealth Management sold out of Korea Electric Power (KEP) in Q1 2025, closing a stake of 2,878 shares — an estimated $19.8K sold.

Avior Wealth Management first reported a position in KEP in Q1 2024 and held it in 4 quarters. The position peaked at $68.2K in Q1 2024. 103 funds tracked by Wall St. Rank hold KEP as of Q1 2025.

  • Avior Wealth Management reported no remaining Korea Electric Power position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,878 Korea Electric Power shares in Q1 2025, an estimated $19.8K.
  • Avior Wealth Management first reported a position in Korea Electric Power in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Korea Electric Power position peaked at $68.2K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Korea Electric Power as of Q1 2025.

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