Ownership history in Avior Wealth Management, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ALGER 35 ETF (ATFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avior Wealth Management, LLC outperformed the S&P 500 by +29.7% annually on this ATFV position. Timing score: 75% (3/4 decisions correct). Average cost basis: $30.77. Maximum drawdown during holding period: β1.6%.
π₯ Exceptional β beat the S&P 500 by 29.7% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $25.23 (2024 Q4) Β· Worst: $34.87 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size