AWM
KW

Avior Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Avior Wealth Management’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,023
Closed -$10.2K – 1621
2024
Q4 		$10.2K Hold
1,023
– – ﹤0.01% 1616
2024
Q3 		$11.3K Sell
1,023
-590
-37% -$6.25K ﹤0.01% 1517
2024
Q2 		$15.7K Buy
1,613
+1,088
+207% +$10.2K ﹤0.01% 1396
2024
Q1 		$4.5K Buy
+525
New +$5.17K ﹤0.01% 2111

Other funds holding KW

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
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

Avior Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q1 2025, closing a stake of 1,023 shares — an estimated $10.2K sold.

Avior Wealth Management first reported a position in KW in Q1 2024 and held it in 4 quarters. The position peaked at $15.7K in Q2 2024. 242 funds tracked by Wall St. Rank hold KW as of Q1 2025.

  • Avior Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,023 Kennedy-Wilson Holdings shares in Q1 2025, an estimated $10.2K.
  • Avior Wealth Management first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Kennedy-Wilson Holdings position peaked at $15.7K in Q2 2024.
  • 242 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2025.

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