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QCRH icon

Avior Wealth Management’s QCR Holdings QCRH Stock Holding History

Avior Wealth Management’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$967 – 1934
2024
Q4 		$967 Hold
12
– – ﹤0.01% 2200
2024
Q3 		$888 Hold
12
– – ﹤0.01% 2089
2024
Q2 		$720 Sell
12
-4
-25% -$229 ﹤0.01% 2071
2024
Q1 		$971 Buy
+16
New +$916 ﹤0.01% 2406

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Avior Wealth Management sold out of QCR Holdings (QCRH) in Q1 2025, closing a stake of 12 shares — an estimated $967 sold.

Avior Wealth Management first reported a position in QCRH in Q1 2024 and held it in 4 quarters. The position peaked at $971 in Q1 2024. 198 funds tracked by Wall St. Rank hold QCRH as of Q1 2025.

  • Avior Wealth Management reported no remaining QCR Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 12 QCR Holdings shares in Q1 2025, an estimated $967.
  • Avior Wealth Management first reported a position in QCR Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's QCR Holdings position peaked at $971 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2025.

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