AWM
STRL icon

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 – 2134
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 $5.7T AUM 30.48% 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 $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return