Avion Wealth’s York Water YORW Stock Holding History

Avion Wealth’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14	Closed	–	–	1663
2025 Q1	$0	Buy	+14	New	+$456	﹤0.01%	1391
2024 Q1	–	Sell	-13	Closed	-$1K	–	1241
2023 Q4	$1K	Buy	+13	New	+$490	﹤0.01%	1032

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avion Wealth's YORW Position: Q2 2025 in Review

Avion Wealth sold out of York Water (YORW) in Q2 2025, closing a stake of 14 shares.

Avion Wealth first reported a position in YORW in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 160 funds tracked by Wall St. Rank hold YORW as of Q2 2025.

Avion Wealth reported no remaining York Water position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 14 York Water shares in Q2 2025.
Avion Wealth first reported a position in York Water in Q4 2023 and held it in 2 quarters.
Avion Wealth's York Water position peaked at $1K in Q4 2023.
160 funds tracked by Wall St. Rank held York Water as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.