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Avitas Wealth Management’s Nextpower Inc NXT Stock Holding History

Avitas Wealth Management’s Portfolio NXT Stock Details NXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,412
Closed -$203K – 199
2024
Q3 		$203K Buy
5,412
+853
+19% +$35.6K 0.03% 196
2024
Q2 		$214K Buy
+4,559
New +$227K 0.03% 201

Other funds holding NXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Avitas Wealth Management's NXT Position: Q4 2024 in Review

Avitas Wealth Management sold out of Nextpower Inc (NXT) in Q4 2024, closing a stake of 5,412 shares — an estimated $203K sold.

Avitas Wealth Management first reported a position in NXT in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 436 funds tracked by Wall St. Rank hold NXT as of Q4 2024.

  • Avitas Wealth Management reported no remaining Nextpower Inc position as of Q4 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 5,412 Nextpower Inc shares in Q4 2024, an estimated $203K.
  • Avitas Wealth Management first reported a position in Nextpower Inc in Q2 2024 and held it in 2 quarters.
  • Avitas Wealth Management's Nextpower Inc position peaked at $214K in Q2 2024.
  • 436 funds tracked by Wall St. Rank held Nextpower Inc as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.