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Avior Wealth Management’s Magnolia Oil & Gas MGY Stock Holding History

Avior Wealth Management’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,194
Closed -$51.3K – 1700
2024
Q4 		$51.3K Buy
2,194
+506
+30% +$13.1K ﹤0.01% 1140
2024
Q3 		$41.2K Buy
1,688
+84
+5% +$2.12K ﹤0.01% 1189
2024
Q2 		$40.6K Sell
1,604
-132
-8% -$3.37K ﹤0.01% 1175
2024
Q1 		$45K Buy
+1,736
New +$38.1K ﹤0.01% 1271

Other funds holding MGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avior Wealth Management sold out of Magnolia Oil & Gas (MGY) in Q1 2025, closing a stake of 2,194 shares — an estimated $51.3K sold.

Avior Wealth Management first reported a position in MGY in Q1 2024 and held it in 4 quarters. The position peaked at $51.3K in Q4 2024. 407 funds tracked by Wall St. Rank hold MGY as of Q1 2025.

  • Avior Wealth Management reported no remaining Magnolia Oil & Gas position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,194 Magnolia Oil & Gas shares in Q1 2025, an estimated $51.3K.
  • Avior Wealth Management first reported a position in Magnolia Oil & Gas in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Magnolia Oil & Gas position peaked at $51.3K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q1 2025.

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