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Avitas Wealth Management’s Impinj PI Stock Holding History

Avitas 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
2024
Q4 		$325K Sell
2,240
-58
-3% -$11K 0.05% 172
2024
Q3 		$498K Sell
2,298
-175
-7% -$29.7K 0.07% 164
2024
Q2 		$388K Sell
2,473
-144
-6% -$21.4K 0.06% 177
2024
Q1 		$336K Sell
2,617
-30
-1% -$3.15K 0.05% 193
2023
Q4 		$238K Buy
+2,647
New +$190K 0.04% 194
2023
Q2 		– Sell
-1,687
Closed -$229K – 201
2023
Q1 		$229K Buy
+1,687
New +$215K 0.04% 195

Other funds holding PI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avitas Wealth Management reduced its Impinj (PI) stake by 2.5% in Q4 2024, selling an estimated $11K and leaving 2,240 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #172.

Avitas Wealth Management first reported a position in PI in Q1 2023 and has held it in 6 quarters since. The position peaked at $498K in Q3 2024. 317 funds tracked by Wall St. Rank hold PI as of Q4 2024.

  • Avitas Wealth Management held 2,240 shares of Impinj worth $325K as of Q4 2024.
  • Avitas Wealth Management sold 58 Impinj shares in Q4 2024, an estimated $11K.
  • Impinj made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #172 holding.
  • Avitas Wealth Management first reported a position in Impinj in Q1 2023 and has held it in 6 quarters since.
  • Avitas Wealth Management's Impinj position peaked at $498K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Impinj as of Q4 2024.

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