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AWM
Avior Wealth Management’s
CenterPoint Energy
CNP
Stock Holding History
Avior Wealth Management’s Portfolio
CNP Stock Details
CNP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-571
Closed
-$18.1K
–
1050
2024
Q4
$18.1K
Buy
571
+502
+728%
+$15.5K
﹤0.01%
1439
2024
Q3
$2.04K
Sell
69
-1,151
-94%
-$32.2K
﹤0.01%
1971
2024
Q2
$37.8K
Sell
1,220
-756
-38%
-$22.3K
﹤0.01%
1202
2024
Q1
$56.3K
Buy
1,976
+1,958
+10,878%
+$54.8K
﹤0.01%
1192
2023
Q4
$524
Hold
18
–
–
﹤0.01%
1420
2023
Q3
$493
Hold
18
–
–
﹤0.01%
1489
2023
Q2
$535
Hold
18
–
–
﹤0.01%
1457
2023
Q1
$540
Hold
18
–
–
﹤0.01%
1514
2022
Q4
$550
Sell
18
-36
-67%
-$1.05K
﹤0.01%
1172
2022
Q3
$1K
Sell
54
-109
-67%
-$3.4K
﹤0.01%
1067
2022
Q2
$4K
Sell
163
-128
-44%
-$3.94K
﹤0.01%
873
2022
Q1
$8K
Sell
291
-128
-31%
-$3.6K
﹤0.01%
857
2021
Q4
$11K
Buy
419
+401
+2,228%
+$10.7K
﹤0.01%
788
2021
Q3
$0
Hold
18
–
–
﹤0.01%
1071
2021
Q2
$0
Hold
18
–
–
﹤0.01%
1046
2021
Q1
$0
Sell
18
-461
-96%
-$9.83K
﹤0.01%
1027
2020
Q4
$10K
Buy
+479
New
+$10.6K
﹤0.01%
709
2020
Q1
–
Sell
-2,133
Closed
-$58K
–
786
2019
Q4
$58K
Hold
2,133
–
–
0.01%
461
2019
Q3
$64K
Buy
+2,133
New
+$61.5K
0.01%
444
2015
Q3
–
Sell
-300
Closed
-$6K
–
404
2015
Q2
$6K
Buy
+300
New
+$6.07K
﹤0.01%
299
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
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$95.5B AUM
28.4%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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