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AWM
Avior Wealth Management’s
Protolabs
PRLB
Stock Holding History
Avior Wealth Management’s Portfolio
PRLB Stock Details
PRLB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-88
Closed
-$3.44K
–
1911
2024
Q4
$3.44K
Hold
88
–
–
﹤0.01%
1990
2024
Q3
$2.58K
Hold
88
–
–
﹤0.01%
1935
2024
Q2
$2.72K
Sell
88
-5
-5%
-$158
﹤0.01%
1883
2024
Q1
$3.32K
Buy
93
+5
+6%
+$181
﹤0.01%
2178
2023
Q4
$3.43K
Hold
88
–
–
﹤0.01%
1244
2023
Q3
$2.32K
Hold
88
–
–
﹤0.01%
1367
2023
Q2
$3.08K
Hold
88
–
–
﹤0.01%
1294
2023
Q1
$2.92K
Hold
88
–
–
﹤0.01%
1344
2022
Q4
$2.25K
Hold
88
–
–
﹤0.01%
1041
2022
Q3
$3K
Hold
88
–
–
﹤0.01%
993
2022
Q2
$4K
Hold
88
–
–
﹤0.01%
888
2022
Q1
$4K
Hold
88
–
–
﹤0.01%
929
2021
Q4
$4K
Sell
88
-88
-50%
-$5.19K
﹤0.01%
926
2021
Q3
$11K
Buy
+176
New
+$13.7K
﹤0.01%
758
2018
Q3
–
Sell
-100
Closed
-$12K
–
761
2018
Q2
$12K
Buy
+100
New
+$12.2K
﹤0.01%
575
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$5.72T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
DGI
Disciplined Growth Investors
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$4.89B AUM
33.85%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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