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Avitas Wealth Management’s Cheniere Energy LNG Stock Holding History

Avitas Wealth Management’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,195
Closed -$329K – 208
2022
Q4 		$329K Buy
+2,195
New +$367K 0.07% 165

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's LNG Position: Q1 2023 in Review

Avitas Wealth Management sold out of Cheniere Energy (LNG) in Q1 2023, closing a stake of 2,195 shares — an estimated $329K sold.

Avitas Wealth Management first reported a position in LNG in Q4 2022 and held it in 1 quarter. The position peaked at $329K in Q4 2022. 910 funds tracked by Wall St. Rank hold LNG as of Q1 2023.

  • Avitas Wealth Management reported no remaining Cheniere Energy position as of Q1 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 2,195 Cheniere Energy shares in Q1 2023, an estimated $329K.
  • Avitas Wealth Management first reported a position in Cheniere Energy in Q4 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Cheniere Energy position peaked at $329K in Q4 2022.
  • 910 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.