AWM
MCR

Avior Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Avior Wealth Management’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,945
Closed -$18.8K – 1681
2024
Q4 		$18.8K Buy
2,945
+470
+19% +$2.98K ﹤0.01% 1427
2024
Q3 		$16.3K Buy
2,475
+2,233
+923% +$14.3K ﹤0.01% 1420
2024
Q2 		$1.52K Hold
242
– – ﹤0.01% 1981
2024
Q1 		$1.53K Buy
+242
New +$1.54K ﹤0.01% 2322

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avior Wealth Management sold out of MFS Charter Income Trust (MCR) in Q1 2025, closing a stake of 2,945 shares — an estimated $18.8K sold.

Avior Wealth Management first reported a position in MCR in Q1 2024 and held it in 4 quarters. The position peaked at $18.8K in Q4 2024. 58 funds tracked by Wall St. Rank hold MCR as of Q1 2025.

  • Avior Wealth Management reported no remaining MFS Charter Income Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,945 MFS Charter Income Trust shares in Q1 2025, an estimated $18.8K.
  • Avior Wealth Management first reported a position in MFS Charter Income Trust in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's MFS Charter Income Trust position peaked at $18.8K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2025.

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