AWM
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Avior Wealth Management’s Moelis & Co MC Stock Holding History

Avior Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-582
Closed -$43K – 1676
2024
Q4 		$43K Sell
582
-222
-28% -$16.1K ﹤0.01% 1192
2024
Q3 		$55.1K Sell
804
-24
-3% -$1.55K ﹤0.01% 1082
2024
Q2 		$47.1K Buy
828
+7
+0.9% +$378 ﹤0.01% 1107
2024
Q1 		$46.6K Buy
+821
New +$44.8K ﹤0.01% 1266

Other funds holding MC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avior Wealth Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 582 shares — an estimated $43K sold.

Avior Wealth Management first reported a position in MC in Q1 2024 and held it in 4 quarters. The position peaked at $55.1K in Q3 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Avior Wealth Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 582 Moelis & Co shares in Q1 2025, an estimated $43K.
  • Avior Wealth Management first reported a position in Moelis & Co in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Moelis & Co position peaked at $55.1K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

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