AWM
PLUG icon

Avior Wealth Management’s Plug Power PLUG Stock Holding History

Avior Wealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,683
Closed -$16.4K – 1893
2024
Q4 		$16.4K Sell
7,683
-204
-3% -$445 ﹤0.01% 1461
2024
Q3 		$17.8K Sell
7,887
-1,600
-17% -$3.59K ﹤0.01% 1396
2024
Q2 		$22.1K Buy
9,487
+4
+0% +$11 ﹤0.01% 1330
2024
Q1 		$32.6K Buy
9,483
+9,056
+2,121% +$33.6K ﹤0.01% 1399
2023
Q4 		$1.92K Hold
427
– – ﹤0.01% 1306
2023
Q3 		$3.25K Hold
427
– – ﹤0.01% 1314
2023
Q2 		$4.44K Hold
427
– – ﹤0.01% 1202
2023
Q1 		$5K Sell
427
-200
-32% -$2.86K ﹤0.01% 1200
2022
Q4 		$7.75K Sell
627
-891
-59% -$14.2K ﹤0.01% 895
2022
Q3 		$31K Buy
1,518
+841
+124% +$20.1K ﹤0.01% 679
2022
Q2 		$11K Buy
677
+250
+59% +$4.96K ﹤0.01% 759
2022
Q1 		$12K Buy
427
+315
+281% +$7.51K ﹤0.01% 805
2021
Q4 		$3K Sell
112
-99
-47% -$3.42K ﹤0.01% 947
2021
Q3 		$5K Sell
211
-500
-70% -$13.4K ﹤0.01% 853
2021
Q2 		$24K Buy
711
+100
+16% +$2.9K ﹤0.01% 626
2021
Q1 		$21K Sell
611
-440
-42% -$22.7K ﹤0.01% 645
2020
Q4 		$35K Buy
+1,051
New +$23.8K ﹤0.01% 530

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's PLUG Position: Q1 2025 in Review

Avior Wealth Management sold out of Plug Power (PLUG) in Q1 2025, closing a stake of 7,683 shares — an estimated $16.4K sold.

Avior Wealth Management first reported a position in PLUG in Q4 2020 and held it in 17 quarters. The position peaked at $35K in Q4 2020. 431 funds tracked by Wall St. Rank hold PLUG as of Q1 2025.

  • Avior Wealth Management reported no remaining Plug Power position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,683 Plug Power shares in Q1 2025, an estimated $16.4K.
  • Avior Wealth Management first reported a position in Plug Power in Q4 2020 and held it in 17 quarters.
  • Avior Wealth Management's Plug Power position peaked at $35K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Plug Power as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.