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Avior Wealth Management’s Mueller Industries MLI Stock Holding History

Avior Wealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80
Closed -$3.17K – 1713
2024
Q4 		$3.17K Buy
+80
New +$3.25K ﹤0.01% 2008
2024
Q2 		– Sell
-44
Closed -$1.19K – 3133
2024
Q1 		$1.19K Buy
+44
New +$1.09K ﹤0.01% 2370

Other funds holding MLI

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Avior Wealth Management sold out of Mueller Industries (MLI) in Q1 2025, closing a stake of 80 shares — an estimated $3.17K sold.

Avior Wealth Management first reported a position in MLI in Q1 2024 and held it in 2 quarters. The position peaked at $3.17K in Q4 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • Avior Wealth Management reported no remaining Mueller Industries position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 80 Mueller Industries shares in Q1 2025, an estimated $3.17K.
  • Avior Wealth Management first reported a position in Mueller Industries in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Mueller Industries position peaked at $3.17K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

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