AWM
ONT

Avior Wealth Management’s Onterris Inc ONT Stock Holding History

Avior Wealth Management’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-89
Closed -$1.65K – 1689
2024
Q4 		$1.65K Hold
89
– – ﹤0.01% 2148
2024
Q3 		$2.34K Hold
89
– – ﹤0.01% 1954
2024
Q2 		$3.96K Buy
89
+54
+154% +$2.43K ﹤0.01% 1790
2024
Q1 		$1.37K Buy
+35
New +$1.17K ﹤0.01% 2337

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UBS AM
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avior Wealth Management sold out of Onterris Inc (ONT) in Q1 2025, closing a stake of 89 shares — an estimated $1.65K sold.

Avior Wealth Management first reported a position in ONT in Q1 2024 and held it in 4 quarters. The position peaked at $3.96K in Q2 2024. 165 funds tracked by Wall St. Rank hold ONT as of Q1 2025.

  • Avior Wealth Management reported no remaining Onterris Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 89 Onterris Inc shares in Q1 2025, an estimated $1.65K.
  • Avior Wealth Management first reported a position in Onterris Inc in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Onterris Inc position peaked at $3.96K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Onterris Inc as of Q1 2025.

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