AWM
NET icon

Avior Wealth Management’s Cloudflare NET Stock Holding History

Avior Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-198
Closed -$21.3K – 1765
2024
Q4 		$21.3K Buy
198
+104
+111% +$10.2K ﹤0.01% 1396
2024
Q3 		$7.6K Buy
94
+67
+248% +$5.39K ﹤0.01% 1638
2024
Q2 		$2.24K Sell
27
-300
-92% -$24.2K ﹤0.01% 1925
2024
Q1 		$31.7K Buy
+327
New +$29.6K ﹤0.01% 1415
2022
Q1 		– Sell
-330
Closed -$43K – 1197
2021
Q4 		$43K Hold
330
– – ﹤0.01% 606
2021
Q3 		$37K Buy
330
+230
+230% +$27.5K ﹤0.01% 590
2021
Q2 		$10K Hold
100
– – ﹤0.01% 751
2021
Q1 		$7K Hold
100
– – ﹤0.01% 805
2020
Q4 		$7K Buy
+100
New +$6.56K ﹤0.01% 758

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Baillie Gifford & Co
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Morgan Stanley
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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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