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Avior Wealth Management’s Timken Company TKR Stock Holding History

Avior Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$142 – 2187
2024
Q4 		$142 Buy
+2
New +$157 ﹤0.01% 2394
2024
Q2 		– Sell
-240
Closed -$21K – 3599
2024
Q1 		$21K Buy
+240
New +$19.8K ﹤0.01% 1586

Other funds holding TKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Avior Wealth Management sold out of Timken Company (TKR) in Q1 2025, closing a stake of 2 shares — an estimated $142 sold.

Avior Wealth Management first reported a position in TKR in Q1 2024 and held it in 2 quarters. The position peaked at $21K in Q1 2024. 422 funds tracked by Wall St. Rank hold TKR as of Q1 2025.

  • Avior Wealth Management reported no remaining Timken Company position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 Timken Company shares in Q1 2025, an estimated $142.
  • Avior Wealth Management first reported a position in Timken Company in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Timken Company position peaked at $21K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q1 2025.

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