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Avior Wealth Management’s SIFCO Industries SIF Stock Holding History

Avior Wealth Management’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$1.06K – 2052
2024
Q4 		$1.06K Hold
300
– – ﹤0.01% 2196
2024
Q3 		$1.4K Hold
300
– – ﹤0.01% 2035
2024
Q2 		$930 Buy
+300
New +$955 ﹤0.01% 2036

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $281M AUM 20.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

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

Avior Wealth Management sold out of SIFCO Industries (SIF) in Q1 2025, closing a stake of 300 shares — an estimated $1.06K sold.

Avior Wealth Management first reported a position in SIF in Q2 2024 and held it in 3 quarters. The position peaked at $1.4K in Q3 2024. 16 funds tracked by Wall St. Rank hold SIF as of Q1 2025.

  • Avior Wealth Management reported no remaining SIFCO Industries position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 300 SIFCO Industries shares in Q1 2025, an estimated $1.06K.
  • Avior Wealth Management first reported a position in SIFCO Industries in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's SIFCO Industries position peaked at $1.4K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held SIFCO Industries as of Q1 2025.

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