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Avior Wealth Management’s Portland General Electric POR Stock Holding History

Avior Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,091
Closed -$47.6K – 1901
2024
Q4 		$47.6K Buy
1,091
+7
+0.6% +$326 ﹤0.01% 1168
2024
Q3 		$51.9K Sell
1,084
-4
-0.4% -$187 ﹤0.01% 1098
2024
Q2 		$47K Buy
1,088
+14
+1% +$603 ﹤0.01% 1108
2024
Q1 		$45.1K Buy
1,074
+1,057
+6,218% +$43.5K ﹤0.01% 1270
2023
Q4 		$736 Hold
17
– – ﹤0.01% 1398
2023
Q3 		$688 Hold
17
– – ﹤0.01% 1469
2023
Q2 		$796 Hold
17
– – ﹤0.01% 1426
2023
Q1 		$831 Buy
+17
New +$812 ﹤0.01% 1474

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avior Wealth Management sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 1,091 shares — an estimated $47.6K sold.

Avior Wealth Management first reported a position in POR in Q1 2023 and held it in 8 quarters. The position peaked at $51.9K in Q3 2024. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

  • Avior Wealth Management reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,091 Portland General Electric shares in Q1 2025, an estimated $47.6K.
  • Avior Wealth Management first reported a position in Portland General Electric in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Portland General Electric position peaked at $51.9K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

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