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Avior Wealth Management’s Knife River KNF Stock Holding History

Avior Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-165
Closed -$16.8K – 1603
2024
Q4 		$16.8K Buy
165
+51
+45% +$4.98K ﹤0.01% 1458
2024
Q3 		$10.2K Hold
114
– – ﹤0.01% 1557
2024
Q2 		$8K Sell
114
-11
-9% -$822 ﹤0.01% 1581
2024
Q1 		$10.1K Buy
125
+13
+12% +$912 ﹤0.01% 1864
2023
Q4 		$7.41K Hold
112
– – ﹤0.01% 1045
2023
Q3 		$5.47K Hold
112
– – ﹤0.01% 1160
2023
Q2 		$4.87K Buy
+112
New +$4.75K ﹤0.01% 1176

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avior Wealth Management sold out of Knife River (KNF) in Q1 2025, closing a stake of 165 shares — an estimated $16.8K sold.

Avior Wealth Management first reported a position in KNF in Q2 2023 and held it in 7 quarters. The position peaked at $16.8K in Q4 2024. 430 funds tracked by Wall St. Rank hold KNF as of Q1 2025.

  • Avior Wealth Management reported no remaining Knife River position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 165 Knife River shares in Q1 2025, an estimated $16.8K.
  • Avior Wealth Management first reported a position in Knife River in Q2 2023 and held it in 7 quarters.
  • Avior Wealth Management's Knife River position peaked at $16.8K in Q4 2024.
  • 430 funds tracked by Wall St. Rank held Knife River as of Q1 2025.

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