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Avior Wealth Management’s Levi Strauss LEVI Stock Holding History

Avior Wealth Management’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$103 – 1638
2024
Q4 		$103 Hold
6
– – ﹤0.01% 2406
2024
Q3 		$130 Sell
6
-7
-54% -$132 ﹤0.01% 2248
2024
Q2 		$250 Buy
+13
New +$285 ﹤0.01% 2170
2022
Q3 		– Sell
-450
Closed -$7K – 1233
2022
Q2 		$7K Hold
450
– – ﹤0.01% 819
2022
Q1 		$8K Hold
450
– – ﹤0.01% 860
2021
Q4 		$11K Hold
450
– – ﹤0.01% 791
2021
Q3 		$11K Hold
450
– – ﹤0.01% 756
2021
Q2 		$12K Hold
450
– – ﹤0.01% 728
2021
Q1 		$10K Hold
450
– – ﹤0.01% 760
2020
Q4 		$9K Hold
450
– – ﹤0.01% 726
2020
Q3 		$6K Buy
+450
New +$5.71K ﹤0.01% 737

Other funds holding LEVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Avior Wealth Management sold out of Levi Strauss (LEVI) in Q1 2025, closing a stake of 6 shares — an estimated $103 sold.

Avior Wealth Management first reported a position in LEVI in Q3 2020 and held it in 11 quarters. The position peaked at $12K in Q2 2021. 242 funds tracked by Wall St. Rank hold LEVI as of Q1 2025.

  • Avior Wealth Management reported no remaining Levi Strauss position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 Levi Strauss shares in Q1 2025, an estimated $103.
  • Avior Wealth Management first reported a position in Levi Strauss in Q3 2020 and held it in 11 quarters.
  • Avior Wealth Management's Levi Strauss position peaked at $12K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2025.

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