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Avior Wealth Management’s Mine Safety MSA Stock Holding History

Avior Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23
Closed -$3.81K – 1730
2024
Q4 		$3.81K Hold
23
– – ﹤0.01% 1955
2024
Q3 		$4.08K Hold
23
– – ﹤0.01% 1844
2024
Q2 		$4.32K Sell
23
-169
-88% -$31.4K ﹤0.01% 1766
2024
Q1 		$37.2K Buy
+192
New +$33.8K ﹤0.01% 1347

Other funds holding MSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avior Wealth Management sold out of Mine Safety (MSA) in Q1 2025, closing a stake of 23 shares — an estimated $3.81K sold.

Avior Wealth Management first reported a position in MSA in Q1 2024 and held it in 4 quarters. The position peaked at $37.2K in Q1 2024. 377 funds tracked by Wall St. Rank hold MSA as of Q1 2025.

  • Avior Wealth Management reported no remaining Mine Safety position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Mine Safety shares in Q1 2025, an estimated $3.81K.
  • Avior Wealth Management first reported a position in Mine Safety in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Mine Safety position peaked at $37.2K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Mine Safety as of Q1 2025.

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