LPL Financial’s Air Industries Group AIRI Stock Holding History

LPL Financial’s Portfolio AIRI Stock Details AIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,564	Closed	-$58.9K	–	5280
2024 Q3	$58.9K	Buy	+10,564	New	+$48.4K	﹤0.01%	4976

Other funds holding AIRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's AIRI Position: Q4 2024 in Review

LPL Financial sold out of Air Industries Group (AIRI) in Q4 2024, closing a stake of 10,564 shares — an estimated $58.9K sold.

LPL Financial first reported a position in AIRI in Q3 2024 and held it in 1 quarter. The position peaked at $58.9K in Q3 2024. 18 funds tracked by Wall St. Rank hold AIRI as of Q4 2024.

LPL Financial reported no remaining Air Industries Group position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 10,564 Air Industries Group shares in Q4 2024, an estimated $58.9K.
LPL Financial first reported a position in Air Industries Group in Q3 2024 and held it in 1 quarter.
LPL Financial's Air Industries Group position peaked at $58.9K in Q3 2024.
18 funds tracked by Wall St. Rank held Air Industries Group as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.