AWM
SERV

Avior Wealth Management’s Serve Robotics SERV Stock Holding History

Avior Wealth Management’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-197
Closed -$2.66K – 2410
2024
Q4 		$2.66K Buy
+197
New +$2.07K ﹤0.01% 2056

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Avior Wealth Management sold out of Serve Robotics (SERV) in Q1 2025, closing a stake of 197 shares — an estimated $2.66K sold.

Avior Wealth Management first reported a position in SERV in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 119 funds tracked by Wall St. Rank hold SERV as of Q1 2025.

  • Avior Wealth Management reported no remaining Serve Robotics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 197 Serve Robotics shares in Q1 2025, an estimated $2.66K.
  • Avior Wealth Management first reported a position in Serve Robotics in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Serve Robotics position peaked at $2.66K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2025.

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