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Avior Wealth Management’s Super Micro Computer SMCI Stock Holding History

Avior Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,697
Closed -$113K – 2071
2024
Q4 		$113K Sell
3,697
-593
-14% -$21.6K ﹤0.01% 856
2024
Q3 		$179K Sell
4,290
-2,930
-41% -$178K 0.01% 725
2024
Q2 		$592K Buy
7,220
+2,570
+55% +$220K 0.03% 391
2024
Q1 		$470K Buy
4,650
+1,470
+46% +$108K 0.02% 468
2023
Q4 		$90.4K Hold
3,180
– – 0.01% 627
2023
Q3 		$87.2K Buy
3,180
+2,840
+835% +$79.2K 0.01% 652
2023
Q2 		$8.47K Hold
340
– – ﹤0.01% 1053
2023
Q1 		$3.62K Buy
+340
New +$3.07K ﹤0.01% 1290

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avior Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 3,697 shares — an estimated $113K sold.

Avior Wealth Management first reported a position in SMCI in Q1 2023 and held it in 8 quarters. The position peaked at $592K in Q2 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Avior Wealth Management reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,697 Super Micro Computer shares in Q1 2025, an estimated $113K.
  • Avior Wealth Management first reported a position in Super Micro Computer in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Super Micro Computer position peaked at $592K in Q2 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

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