AWM
LSEA

Avior Wealth Management’s Landsea Homes LSEA Stock Holding History

Avior Wealth Management’s Portfolio LSEA Stock Details LSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,181
Closed -$10K – 1660
2024
Q4 		$10K Buy
+1,181
New +$12.7K ﹤0.01% 1622
2024
Q2 		– Sell
-3
Closed -$43 – 3086
2024
Q1 		$43 Buy
+3
New +$38 ﹤0.01% 3509

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 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 $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avior Wealth Management sold out of Landsea Homes (LSEA) in Q1 2025, closing a stake of 1,181 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in LSEA in Q1 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

  • Avior Wealth Management reported no remaining Landsea Homes position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,181 Landsea Homes shares in Q1 2025, an estimated $10K.
  • Avior Wealth Management first reported a position in Landsea Homes in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Landsea Homes position peaked at $10K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

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