AWM
WMK icon

Avior Wealth Management’s Weis Markets WMK Stock Holding History

Avior Wealth Management’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$609 – 2343
2024
Q4 		$609 Hold
9
– – ﹤0.01% 2265
2024
Q3 		$620 Hold
9
– – ﹤0.01% 2142
2024
Q2 		$564 Sell
9
-4
-31% -$255 ﹤0.01% 2104
2024
Q1 		$837 Buy
+13
New +$813 ﹤0.01% 2442

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Weis Markets (WMK) in Q1 2025, closing a stake of 9 shares — an estimated $609 sold.

Avior Wealth Management first reported a position in WMK in Q1 2024 and held it in 4 quarters. The position peaked at $837 in Q1 2024. 173 funds tracked by Wall St. Rank hold WMK as of Q1 2025.

  • Avior Wealth Management reported no remaining Weis Markets position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 9 Weis Markets shares in Q1 2025, an estimated $609.
  • Avior Wealth Management first reported a position in Weis Markets in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Weis Markets position peaked at $837 in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Weis Markets as of Q1 2025.

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