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Avior Wealth Management’s New Mountain Finance NMFC Stock Holding History

Avior Wealth Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,181
Closed -$58.3K – 1778
2024
Q4 		$58.3K Buy
5,181
+100
+2% +$1.15K ﹤0.01% 1088
2024
Q3 		$60.9K Hold
5,081
– – ﹤0.01% 1050
2024
Q2 		$62.2K Buy
5,081
+1,187
+30% +$14.9K ﹤0.01% 1019
2024
Q1 		$49.3K Buy
+3,894
New +$49.6K ﹤0.01% 1238
2022
Q2 		– Sell
-1,500
Closed -$19.3K – 1173
2022
Q1 		$20K Hold
1,500
– – ﹤0.01% 712
2021
Q4 		$20K Buy
+1,500
New +$20.5K ﹤0.01% 708

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

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

Avior Wealth Management sold out of New Mountain Finance (NMFC) in Q1 2025, closing a stake of 5,181 shares — an estimated $58.3K sold.

Avior Wealth Management first reported a position in NMFC in Q4 2021 and held it in 6 quarters. The position peaked at $62.2K in Q2 2024. 165 funds tracked by Wall St. Rank hold NMFC as of Q1 2025.

  • Avior Wealth Management reported no remaining New Mountain Finance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,181 New Mountain Finance shares in Q1 2025, an estimated $58.3K.
  • Avior Wealth Management first reported a position in New Mountain Finance in Q4 2021 and held it in 6 quarters.
  • Avior Wealth Management's New Mountain Finance position peaked at $62.2K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2025.

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