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Avitas Wealth Management’s Motorola Solutions MSI Stock Holding History

Avitas Wealth Management’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.51M Buy
7,583
+53
+0.7% +$25.1K 0.48% 49
2024
Q3 		$3.39M Buy
7,530
+119
+2% +$49.6K 0.48% 55
2024
Q2 		$2.86M Buy
7,411
+32
+0.4% +$11.5K 0.42% 61
2024
Q1 		$2.62M Buy
7,379
+111
+2% +$36.5K 0.4% 64
2023
Q4 		$2.28M Buy
7,268
+257
+4% +$77.8K 0.38% 73
2023
Q3 		$1.91M Sell
7,011
-16
-0.2% -$4.56K 0.36% 79
2023
Q2 		$2.06M Buy
7,027
+70
+1% +$20K 0.37% 78
2023
Q1 		$1.99M Sell
6,957
-21
-0.3% -$5.54K 0.39% 77
2022
Q4 		$1.8M Sell
6,978
-2
-0% -$500 0.38% 80
2022
Q3 		$1.56M Buy
6,980
+88
+1% +$20.8K 0.36% 83
2022
Q2 		$1.45M Buy
+6,892
New +$1.5M 0.32% 101
2020
Q2 		– Sell
-12,128
Closed -$1.61M – 179
2020
Q1 		$1.61M Sell
12,128
-8,831
-42% -$1.48M 0.73% 47
2019
Q4 		$3.38M Buy
20,959
+158
+0.8% +$26K 0.87% 51
2019
Q3 		$3.54M Buy
20,801
+247
+1% +$42.4K 0.98% 31
2019
Q2 		$3.43M Sell
20,554
-4,777
-19% -$720K 0.95% 35
2019
Q1 		$3.56M Buy
25,331
+147
+0.6% +$19.1K 1.04% 30
2018
Q4 		$2.9M Buy
25,184
+75
+0.3% +$9.31K 0.95% 41
2018
Q3 		$3.27M Buy
25,109
+881
+4% +$109K 0.93% 39
2018
Q2 		$2.82M Buy
+24,228
New +$2.67M 0.88% 46

Other funds holding MSI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Avitas Wealth Management's MSI Position: Q4 2024 in Review

Avitas Wealth Management increased its Motorola Solutions (MSI) stake by 0.7% in Q4 2024, buying an estimated $25.1K and bringing the position to 7,583 shares worth $3.51M. The position accounts for 0.48% of the portfolio, ranked #49.

Avitas Wealth Management first reported a position in MSI in Q2 2018 and has held it in 19 quarters since. The position peaked at $3.56M in Q1 2019. 1,407 funds tracked by Wall St. Rank hold MSI as of Q4 2024.

  • Avitas Wealth Management held 7,583 shares of Motorola Solutions worth $3.51M as of Q4 2024.
  • Avitas Wealth Management bought 53 Motorola Solutions shares in Q4 2024, an estimated $25.1K.
  • Motorola Solutions made up 0.48% of Avitas Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Avitas Wealth Management first reported a position in Motorola Solutions in Q2 2018 and has held it in 19 quarters since.
  • Avitas Wealth Management's Motorola Solutions position peaked at $3.56M in Q1 2019.
  • 1,407 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.