Avior Wealth Management’s Impinj PI Stock Holding History

Avior Wealth Management’s Portfolio PI Stock Details PI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$233K	Sell	1,298 -400	-24%	-$64.6K	0.01%	721
2026 Q2	$243K	Buy	+1,698	New	+$222K	0.01%	707
2024 Q4	–	Sell	-331	Closed	-$71.7K	–	2524
2024 Q3	$71.7K	Buy	331 +31	+10%	+$5.26K	﹤0.01%	994
2024 Q2	$47K	Sell	300 -5	-2%	-$743	﹤0.01%	1110
2024 Q1	$39.2K	Sell	305 -1,734	-85%	-$182K	﹤0.01%	1328
2023 Q4	$184K	Sell	2,039 -2,626	-56%	-$188K	0.01%	528
2023 Q3	$257K	Buy	4,665 +1,229	+36%	+$83.4K	0.02%	477
2023 Q2	$308K	Buy	+3,436	New	+$366K	0.02%	441

Other funds holding PI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Avior Wealth Management's PI Position: Q3 2026 in Review

Avior Wealth Management reduced its Impinj (PI) stake by 24% in Q3 2026, selling an estimated $64.6K and leaving 1,298 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #721.

Avior Wealth Management first reported a position in PI in Q2 2023 and has held it in 8 quarters since. The position peaked at $308K in Q2 2023. 24 funds tracked by Wall St. Rank hold PI as of Q3 2026.

Avior Wealth Management held 1,298 shares of Impinj worth $233K as of Q3 2026.
Avior Wealth Management sold 400 Impinj shares in Q3 2026, an estimated $64.6K.
Impinj made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #721 holding.
Avior Wealth Management first reported a position in Impinj in Q2 2023 and has held it in 8 quarters since.
Avior Wealth Management's Impinj position peaked at $308K in Q2 2023.
24 funds tracked by Wall St. Rank held Impinj as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.