AWM
LGIH icon

Avior Wealth Management’s LGI Homes LGIH Stock Holding History

Avior Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,269
Closed -$203K – 1640
2024
Q4 		$203K Hold
2,269
– – 0.01% 696
2024
Q3 		$269K Hold
2,269
– – 0.01% 620
2024
Q2 		$203K Sell
2,269
-4
-0.2% -$386 0.01% 669
2024
Q1 		$265K Buy
2,273
+4
+0.2% +$472 0.01% 625
2023
Q4 		$302K Hold
2,269
– – 0.02% 446
2023
Q3 		$226K Hold
2,269
– – 0.02% 498
2023
Q2 		$306K Hold
2,269
– – 0.02% 443
2023
Q1 		$259K Hold
2,269
– – 0.02% 477
2022
Q4 		$210K Hold
2,269
– – 0.02% 463
2022
Q3 		$184K Hold
2,269
– – 0.02% 461
2022
Q2 		$197K Hold
2,269
– – 0.02% 419
2022
Q1 		$221K Hold
2,269
– – 0.02% 421
2021
Q4 		$350K Hold
2,269
– – 0.03% 370
2021
Q3 		$321K Hold
2,269
– – 0.03% 371
2021
Q2 		$367K Sell
2,269
-2,163
-49% -$358K 0.04% 340
2021
Q1 		$661K Sell
4,432
-276
-6% -$33.1K 0.07% 237
2020
Q4 		$498K Hold
4,708
– – 0.06% 266
2020
Q3 		$546K Hold
4,708
– – 0.08% 217
2020
Q2 		$414K Hold
4,708
– – 0.06% 269
2020
Q1 		$212K Sell
4,708
-2,000
-30% -$149K 0.04% 330
2019
Q4 		$473K Hold
6,708
– – 0.08% 235
2019
Q3 		$558K Sell
6,708
-2,660
-28% -$203K 0.1% 196
2019
Q2 		$669K Sell
9,368
-3,650
-28% -$253K 0.12% 170
2019
Q1 		$784K Buy
+13,018
New +$754K 0.17% 130

Other funds holding LGIH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

Avior Wealth Management sold out of LGI Homes (LGIH) in Q1 2025, closing a stake of 2,269 shares — an estimated $203K sold.

Avior Wealth Management first reported a position in LGIH in Q1 2019 and held it in 24 quarters. The position peaked at $784K in Q1 2019. 238 funds tracked by Wall St. Rank hold LGIH as of Q1 2025.

  • Avior Wealth Management reported no remaining LGI Homes position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,269 LGI Homes shares in Q1 2025, an estimated $203K.
  • Avior Wealth Management first reported a position in LGI Homes in Q1 2019 and held it in 24 quarters.
  • Avior Wealth Management's LGI Homes position peaked at $784K in Q1 2019.
  • 238 funds tracked by Wall St. Rank held LGI Homes as of Q1 2025.

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