AWM
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Avior Wealth Management’s NCR Atleos NATL Stock Holding History

Avior Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,100
Closed -$71.2K – 1751
2024
Q4 		$71.2K Buy
2,100
+507
+32% +$15.4K ﹤0.01% 1017
2024
Q3 		$45.4K Buy
1,593
+1,507
+1,752% +$43.8K ﹤0.01% 1152
2024
Q2 		$2.32K Sell
86
-134
-61% -$3.27K ﹤0.01% 1917
2024
Q1 		$4.34K Buy
+220
New +$4.71K ﹤0.01% 2113

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

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

Avior Wealth Management sold out of NCR Atleos (NATL) in Q1 2025, closing a stake of 2,100 shares — an estimated $71.2K sold.

Avior Wealth Management first reported a position in NATL in Q1 2024 and held it in 4 quarters. The position peaked at $71.2K in Q4 2024. 298 funds tracked by Wall St. Rank hold NATL as of Q1 2025.

  • Avior Wealth Management reported no remaining NCR Atleos position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,100 NCR Atleos shares in Q1 2025, an estimated $71.2K.
  • Avior Wealth Management first reported a position in NCR Atleos in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's NCR Atleos position peaked at $71.2K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2025.

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