AW
PSTL

Avion Wealth’s Postal Realty Trust PSTL Stock Holding History

Avion Wealth’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed – – 1230
2024
Q3 		$0 Hold
37
– – ﹤0.01% 1270
2024
Q2 		$0 Buy
+37
New +$502 ﹤0.01% 1191

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avion Wealth's PSTL Position: Q4 2024 in Review

Avion Wealth sold out of Postal Realty Trust (PSTL) in Q4 2024, closing a stake of 37 shares.

Avion Wealth first reported a position in PSTL in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 142 funds tracked by Wall St. Rank hold PSTL as of Q4 2024.

  • Avion Wealth reported no remaining Postal Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Avion Wealth sold 37 Postal Realty Trust shares in Q4 2024.
  • Avion Wealth first reported a position in Postal Realty Trust in Q2 2024 and held it in 2 quarters.
  • Avion Wealth's Postal Realty Trust position peaked at $0 in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.