AWM
MZTI

Avior Wealth Management’s The Marzetti Company MZTI Stock Holding History

Avior Wealth Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$1.21K – 1627
2024
Q4 		$1.21K Hold
7
– – ﹤0.01% 2184
2024
Q3 		$1.24K Hold
7
– – ﹤0.01% 2050
2024
Q2 		$1.32K Sell
7
-97
-93% -$18.5K ﹤0.01% 1998
2024
Q1 		$21.6K Buy
+104
New +$19.8K ﹤0.01% 1569

Other funds holding MZTI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Avior Wealth Management sold out of The Marzetti Company (MZTI) in Q1 2025, closing a stake of 7 shares — an estimated $1.21K sold.

Avior Wealth Management first reported a position in MZTI in Q1 2024 and held it in 4 quarters. The position peaked at $21.6K in Q1 2024. 350 funds tracked by Wall St. Rank hold MZTI as of Q1 2025.

  • Avior Wealth Management reported no remaining The Marzetti Company position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7 The Marzetti Company shares in Q1 2025, an estimated $1.21K.
  • Avior Wealth Management first reported a position in The Marzetti Company in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's The Marzetti Company position peaked at $21.6K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2025.

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