Avior Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Avior Wealth Management’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$1.88K	–	1999
2024 Q4	$1.88K	Hold	7	–	–	﹤0.01%	2125
2024 Q3	$2.02K	Hold	7	–	–	﹤0.01%	1972
2024 Q2	$2K	Sell	7 -1	-13%	-$301	﹤0.01%	1940
2024 Q1	$2.67K	Buy	+8	New	+$2.44K	﹤0.01%	2226
2023 Q2	–	Sell	-13	Closed	-$3.34K	–	1656
2023 Q1	$3.34K	Buy	+13	New	+$3.06K	﹤0.01%	1317
2022 Q1	–	Sell	-2,550	Closed	-$413K	–	1220
2021 Q4	$413K	Hold	2,550	–	–	0.03%	354
2021 Q3	$363K	Sell	2,550 -250	-9%	-$37.6K	0.03%	358
2021 Q2	$422K	Sell	2,800 -100	-3%	-$16.2K	0.04%	324
2021 Q1	$441K	Hold	2,900	–	–	0.05%	313
2020 Q4	$347K	Hold	2,900	–	–	0.04%	329
2020 Q3	$295K	Sell	2,900 -800	-22%	-$81.4K	0.04%	333
2020 Q2	$351K	Sell	3,700 -500	-12%	-$45.6K	0.05%	310
2020 Q1	$367K	Hold	4,200	–	–	0.07%	241
2019 Q4	$502K	Sell	4,200 -1,000	-19%	-$113K	0.08%	225
2019 Q3	$518K	Hold	5,200	–	–	0.09%	213
2019 Q2	$492K	Hold	5,200	–	–	0.09%	210
2019 Q1	$469K	Hold	5,200	–	–	0.1%	203
2018 Q4	$370K	Buy	+5,200	New	+$410K	0.09%	215

Other funds holding RS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

Avior Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q1 2025, closing a stake of 7 shares — an estimated $1.88K sold.

Avior Wealth Management first reported a position in RS in Q4 2018 and held it in 18 quarters. The position peaked at $518K in Q3 2019. 608 funds tracked by Wall St. Rank hold RS as of Q1 2025.

Avior Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 7 Reliance Steel & Aluminium shares in Q1 2025, an estimated $1.88K.
Avior Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2018 and held it in 18 quarters.
Avior Wealth Management's Reliance Steel & Aluminium position peaked at $518K in Q3 2019.
608 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2025.

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