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Avior Wealth Management’s MillerKnoll MLKN Stock Holding History

Avior Wealth Management’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,081
Closed -$47K – 1714
2024
Q4 		$47K Buy
2,081
+1,448
+229% +$35K ﹤0.01% 1172
2024
Q3 		$15.7K Sell
633
-1,457
-70% -$40.5K ﹤0.01% 1426
2024
Q2 		$55.4K Buy
2,090
+2,075
+13,833% +$54.6K ﹤0.01% 1054
2024
Q1 		$371 Buy
+15
New +$422 ﹤0.01% 2656

Other funds holding MLKN

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Avior Wealth Management sold out of MillerKnoll (MLKN) in Q1 2025, closing a stake of 2,081 shares — an estimated $47K sold.

Avior Wealth Management first reported a position in MLKN in Q1 2024 and held it in 4 quarters. The position peaked at $55.4K in Q2 2024. 214 funds tracked by Wall St. Rank hold MLKN as of Q1 2025.

  • Avior Wealth Management reported no remaining MillerKnoll position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,081 MillerKnoll shares in Q1 2025, an estimated $47K.
  • Avior Wealth Management first reported a position in MillerKnoll in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's MillerKnoll position peaked at $55.4K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2025.

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