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Avior Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Avior Wealth Management’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$448 – 1736
2024
Q4 		$448 Buy
+6
New +$495 ﹤0.01% 2298
2024
Q2 		– Sell
-103
Closed -$9.99K – 3157
2024
Q1 		$9.99K Buy
+103
New +$10.1K ﹤0.01% 1870
2023
Q2 		– Sell
-34
Closed -$2.86K – 1635
2023
Q1 		$2.86K Hold
34
– – ﹤0.01% 1348
2022
Q4 		$2.78K Hold
34
– – ﹤0.01% 1024
2022
Q3 		$2K Buy
+34
New +$2.68K ﹤0.01% 1036

Other funds holding MSM

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Avior Wealth Management sold out of MSC Industrial Direct (MSM) in Q1 2025, closing a stake of 6 shares — an estimated $448 sold.

Avior Wealth Management first reported a position in MSM in Q3 2022 and held it in 5 quarters. The position peaked at $9.99K in Q1 2024. 383 funds tracked by Wall St. Rank hold MSM as of Q1 2025.

  • Avior Wealth Management reported no remaining MSC Industrial Direct position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 MSC Industrial Direct shares in Q1 2025, an estimated $448.
  • Avior Wealth Management first reported a position in MSC Industrial Direct in Q3 2022 and held it in 5 quarters.
  • Avior Wealth Management's MSC Industrial Direct position peaked at $9.99K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2025.

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