NFA
HNW

Northwest Financial Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History

Northwest Financial Advisors’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,660
Closed -$32.7K – 288
2024
Q3 		$32.7K Buy
+2,660
New +$32.3K 0.03% 272
2024
Q1 		– Sell
-2,660
Closed -$28.5K – 264
2023
Q4 		$28.5K Buy
+2,660
New +$27.6K 0.02% 268

Other funds holding HNW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwest Financial Advisors's HNW Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2024, closing a stake of 2,660 shares — an estimated $32.7K sold.

Northwest Financial Advisors first reported a position in HNW in Q4 2023 and held it in 2 quarters. The position peaked at $32.7K in Q3 2024. 28 funds tracked by Wall St. Rank hold HNW as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Pioneer Diversified High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,660 Pioneer Diversified High Income Fund shares in Q4 2024, an estimated $32.7K.
  • Northwest Financial Advisors first reported a position in Pioneer Diversified High Income Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Pioneer Diversified High Income Fund position peaked at $32.7K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.