AWM
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Avior Wealth Management’s Kohl's KSS Stock Holding History

Avior Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$4.21K – 1616
2024
Q4 		$4.21K Hold
300
– – ﹤0.01% 1922
2024
Q3 		$6.33K Hold
300
– – ﹤0.01% 1696
2024
Q2 		$6.9K Sell
300
-41
-12% -$990 ﹤0.01% 1628
2024
Q1 		$9.94K Buy
341
+41
+14% +$1.1K ﹤0.01% 1875
2023
Q4 		$8.6K Hold
300
– – ﹤0.01% 1017
2023
Q3 		$6.29K Buy
+300
New +$7.57K ﹤0.01% 1125
2021
Q1 		– Sell
-18
Closed – – 1085
2020
Q4 		$0 Buy
+18
New +$524 ﹤0.01% 1037
2018
Q2 		– Sell
-7
Closed – – 822
2018
Q1 		$0 Hold
7
– – ﹤0.01% 805
2017
Q4 		$0 Buy
+7
New +$322 ﹤0.01% 796
2017
Q2 		– Sell
-165
Closed -$7K – 469
2017
Q1 		$7K Sell
165
-34
-17% -$1.39K ﹤0.01% 387
2016
Q4 		$10K Buy
199
+34
+21% +$1.68K ﹤0.01% 331
2016
Q3 		$7K Buy
+165
New +$6.91K ﹤0.01% 364

Other funds holding KSS

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Kohl's (KSS) in Q1 2025, closing a stake of 300 shares — an estimated $4.21K sold.

Avior Wealth Management first reported a position in KSS in Q3 2016 and held it in 12 quarters. The position peaked at $10K in Q4 2016. 339 funds tracked by Wall St. Rank hold KSS as of Q1 2025.

  • Avior Wealth Management reported no remaining Kohl's position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 300 Kohl's shares in Q1 2025, an estimated $4.21K.
  • Avior Wealth Management first reported a position in Kohl's in Q3 2016 and held it in 12 quarters.
  • Avior Wealth Management's Kohl's position peaked at $10K in Q4 2016.
  • 339 funds tracked by Wall St. Rank held Kohl's as of Q1 2025.

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