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Avior Wealth Management’s Sanara MedTech SMTI Stock Holding History

Avior Wealth Management’s Portfolio SMTI Stock Details SMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-215
Closed -$7.14K – 2078
2024
Q4 		$7.14K Hold
215
– – ﹤0.01% 1738
2024
Q3 		$6.5K Buy
+215
New +$6.71K ﹤0.01% 1683

Other funds holding SMTI

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Avior Wealth Management sold out of Sanara MedTech (SMTI) in Q1 2025, closing a stake of 215 shares — an estimated $7.14K sold.

Avior Wealth Management first reported a position in SMTI in Q3 2024 and held it in 2 quarters. The position peaked at $7.14K in Q4 2024. 49 funds tracked by Wall St. Rank hold SMTI as of Q1 2025.

  • Avior Wealth Management reported no remaining Sanara MedTech position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 215 Sanara MedTech shares in Q1 2025, an estimated $7.14K.
  • Avior Wealth Management first reported a position in Sanara MedTech in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Sanara MedTech position peaked at $7.14K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Sanara MedTech as of Q1 2025.

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