AWM
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Avior Wealth Management’s OR Royalties Inc OR Stock Holding History

Avior Wealth Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$181 – 1832
2024
Q4 		$181 Hold
10
– – ﹤0.01% 2377
2024
Q3 		$185 Hold
10
– – ﹤0.01% 2225
2024
Q2 		$155 Hold
10
– – ﹤0.01% 2194
2024
Q1 		$164 Hold
10
– – ﹤0.01% 2962
2023
Q4 		$142 Hold
10
– – ﹤0.01% 1480
2023
Q3 		$117 Hold
10
– – ﹤0.01% 1551
2023
Q2 		$153 Hold
10
– – ﹤0.01% 1515
2023
Q1 		$158 Hold
10
– – ﹤0.01% 1574
2022
Q4 		$120 Hold
10
– – ﹤0.01% 1240
2022
Q3 		$0 Buy
+10
New +$100 ﹤0.01% 1252

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Arrowstreet Capital
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Mackenzie Financial
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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Mirae Asset Global ETFs Holdings
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Avior Wealth Management's OR Position: Q1 2025 in Review

Avior Wealth Management sold out of OR Royalties Inc (OR) in Q1 2025, closing a stake of 10 shares — an estimated $181 sold.

Avior Wealth Management first reported a position in OR in Q3 2022 and held it in 10 quarters. The position peaked at $185 in Q3 2024. 201 funds tracked by Wall St. Rank hold OR as of Q1 2025.

  • Avior Wealth Management reported no remaining OR Royalties Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 OR Royalties Inc shares in Q1 2025, an estimated $181.
  • Avior Wealth Management first reported a position in OR Royalties Inc in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's OR Royalties Inc position peaked at $185 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2025.

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