AWM
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Avior Wealth Management’s Robert Half RHI Stock Holding History

Avior Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-511
Closed -$36K – 1970
2024
Q4 		$36K Buy
511
+67
+15% +$4.78K ﹤0.01% 1253
2024
Q3 		$29.9K Sell
444
-180
-29% -$11.4K ﹤0.01% 1286
2024
Q2 		$39.9K Sell
624
-179
-22% -$12.3K ﹤0.01% 1183
2024
Q1 		$63.7K Buy
+803
New +$64.7K ﹤0.01% 1145
2023
Q1 		– Sell
-382
Closed -$28.2K – 1660
2022
Q4 		$28.2K Buy
+382
New +$29.1K ﹤0.01% 713
2018
Q4 		– Sell
-1,880
Closed -$132K – 750
2018
Q3 		$132K Sell
1,880
-1,020
-35% -$74.7K 0.03% 417
2018
Q2 		$189K Hold
2,900
– – 0.04% 340
2018
Q1 		$168K Sell
2,900
-600
-17% -$34.3K 0.04% 354
2017
Q4 		$194K Buy
+3,500
New +$186K 0.04% 334

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Avior Wealth Management sold out of Robert Half (RHI) in Q1 2025, closing a stake of 511 shares — an estimated $36K sold.

Avior Wealth Management first reported a position in RHI in Q4 2017 and held it in 9 quarters. The position peaked at $194K in Q4 2017. 441 funds tracked by Wall St. Rank hold RHI as of Q1 2025.

  • Avior Wealth Management reported no remaining Robert Half position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 511 Robert Half shares in Q1 2025, an estimated $36K.
  • Avior Wealth Management first reported a position in Robert Half in Q4 2017 and held it in 9 quarters.
  • Avior Wealth Management's Robert Half position peaked at $194K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held Robert Half as of Q1 2025.

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