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Avior Wealth Management’s Koss Corp KOSS Stock Holding History

Avior Wealth Management’s Portfolio KOSS Stock Details KOSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$51 – 1609
2024
Q4 		$51 Hold
7
– – ﹤0.01% 2430
2024
Q3 		$51 Hold
7
– – ﹤0.01% 2278
2024
Q2 		$31 Hold
7
– – ﹤0.01% 2242
2024
Q1 		$17 Hold
7
– – ﹤0.01% 3712
2023
Q4 		$23 Hold
7
– – ﹤0.01% 1512
2023
Q3 		$20 Hold
7
– – ﹤0.01% 1581
2023
Q2 		$25 Hold
7
– – ﹤0.01% 1551
2023
Q1 		$32 Hold
7
– – ﹤0.01% 1612
2022
Q4 		$34 Hold
7
– – ﹤0.01% 1263
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1229
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1152
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1171
2021
Q4 		$0 Buy
+7
New +$104 ﹤0.01% 1165

Other funds holding KOSS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Koss Corp (KOSS) in Q1 2025, closing a stake of 7 shares — an estimated $51 sold.

Avior Wealth Management first reported a position in KOSS in Q4 2021 and held it in 13 quarters. The position peaked at $51 in Q4 2024. 22 funds tracked by Wall St. Rank hold KOSS as of Q1 2025.

  • Avior Wealth Management reported no remaining Koss Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7 Koss Corp shares in Q1 2025, an estimated $51.
  • Avior Wealth Management first reported a position in Koss Corp in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's Koss Corp position peaked at $51 in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Koss Corp as of Q1 2025.

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