AWM
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Avior Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Avior Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-71
Closed -$12K – 2132
2024
Q4 		$12K Buy
71
+25
+54% +$4.32K ﹤0.01% 1558
2024
Q3 		$6.67K Buy
46
+34
+283% +$4.04K ﹤0.01% 1676
2024
Q2 		$1.42K Sell
12
-11
-48% -$1.25K ﹤0.01% 1989
2024
Q1 		$2.54K Sell
23
-96
-81% -$8.72K ﹤0.01% 2236
2023
Q4 		$10.5K Hold
119
– – ﹤0.01% 986
2023
Q3 		$8.74K Hold
119
– – ﹤0.01% 1063
2023
Q2 		$6.64K Hold
119
– – ﹤0.01% 1100
2023
Q1 		$4.51K Buy
+119
New +$4.34K ﹤0.01% 1231

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Avior Wealth Management sold out of Sterling Infrastructure (STRL) in Q1 2025, closing a stake of 71 shares — an estimated $12K sold.

Avior Wealth Management first reported a position in STRL in Q1 2023 and held it in 8 quarters. The position peaked at $12K in Q4 2024. 435 funds tracked by Wall St. Rank hold STRL as of Q1 2025.

  • Avior Wealth Management reported no remaining Sterling Infrastructure position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 71 Sterling Infrastructure shares in Q1 2025, an estimated $12K.
  • Avior Wealth Management first reported a position in Sterling Infrastructure in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Sterling Infrastructure position peaked at $12K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2025.

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