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4WM
44 Wealth Management’s
Portland General Electric
POR
Stock Holding History
44 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
2024
Q4
–
Sell
-5,821
Closed
-$285K
–
197
2024
Q3
$285K
Buy
+5,821
New
+$272K
0.1%
171
2023
Q1
–
Sell
-105,454
Closed
-$5.17M
–
181
2022
Q4
$5.17M
Buy
105,454
+392
+0.4%
+$18.2K
1.79%
12
2022
Q3
$4.57M
Sell
105,062
-34
-0%
-$1.74K
1.88%
13
2022
Q2
$5.08M
Buy
105,096
+546
+0.5%
+$27.2K
1.96%
12
2022
Q1
$5.77M
Sell
104,550
-1,208
-1%
-$63.5K
2.08%
12
2021
Q4
$5.6M
Buy
105,758
+2,200
+2%
+$110K
1.94%
13
2021
Q3
$4.87M
Buy
103,558
+930
+0.9%
+$45.8K
1.86%
11
2021
Q2
$4.73M
Sell
102,628
-2,966
-3%
-$146K
1.82%
12
2021
Q1
$5.01M
Buy
105,594
+5,213
+5%
+$228K
2.1%
11
2020
Q4
$4.29M
Buy
+100,381
New
+$4.09M
1.95%
12
Other funds holding POR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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