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Avior Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Avior Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-137
Closed -$8.07K – 1988
2024
Q4 		$8.07K Hold
137
– – ﹤0.01% 1694
2024
Q3 		$9.58K Hold
137
– – ﹤0.01% 1572
2024
Q2 		$9.39K Sell
137
-6
-4% -$437 ﹤0.01% 1534
2024
Q1 		$11.5K Buy
143
+6
+4% +$478 ﹤0.01% 1816
2023
Q4 		$10.8K Hold
137
– – ﹤0.01% 981
2023
Q3 		$9.25K Buy
+137
New +$9.37K ﹤0.01% 1053

Other funds holding ROCK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Avior Wealth Management sold out of Gibraltar Industries (ROCK) in Q1 2025, closing a stake of 137 shares — an estimated $8.07K sold.

Avior Wealth Management first reported a position in ROCK in Q3 2023 and held it in 6 quarters. The position peaked at $11.5K in Q1 2024. 271 funds tracked by Wall St. Rank hold ROCK as of Q1 2025.

  • Avior Wealth Management reported no remaining Gibraltar Industries position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 137 Gibraltar Industries shares in Q1 2025, an estimated $8.07K.
  • Avior Wealth Management first reported a position in Gibraltar Industries in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Gibraltar Industries position peaked at $11.5K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2025.

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