AWM
SW

Avior Wealth Management’s Smurfit Westrock SW Stock Holding History

Avior Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40
Closed -$2.15K – 2425
2024
Q4 		$2.15K Buy
40
+22
+122% +$1.12K ﹤0.01% 2102
2024
Q3 		$889 Buy
+18
New +$819 ﹤0.01% 2088

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 40 shares — an estimated $2.15K sold.

Avior Wealth Management first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $2.15K in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Avior Wealth Management reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 40 Smurfit Westrock shares in Q1 2025, an estimated $2.15K.
  • Avior Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Smurfit Westrock position peaked at $2.15K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

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