9WM
PEGI

9258 Wealth Management’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

9258 Wealth Management’s Portfolio PEGI Stock Details PEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,750
Closed -$234K – 330
2019
Q4 		$234K Buy
+8,750
New +$238K 0.09% 255

Other funds holding PEGI

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

9258 Wealth Management's PEGI Position: Q1 2020 in Review

9258 Wealth Management sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 8,750 shares — an estimated $234K sold.

9258 Wealth Management first reported a position in PEGI in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

  • 9258 Wealth Management reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 8,750 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $234K.
  • 9258 Wealth Management first reported a position in Pattern Energy Group Inc. Class A in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Pattern Energy Group Inc. Class A position peaked at $234K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.