AWM
SPWR

Able Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History

Able Wealth Management’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62
Closed -$299 – 603
2023
Q4 		$299 Buy
+62
New +$296 ﹤0.01% 569

Other funds holding SPWR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Able Wealth Management's SPWR Position: Q1 2024 in Review

Able Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q1 2024, closing a stake of 62 shares — an estimated $299 sold.

Able Wealth Management first reported a position in SPWR in Q4 2023 and held it in 1 quarter. The position peaked at $299 in Q4 2023. 230 funds tracked by Wall St. Rank hold SPWR as of Q1 2024.

  • Able Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 62 SunPower Corporation Common Stock shares in Q1 2024, an estimated $299.
  • Able Wealth Management first reported a position in SunPower Corporation Common Stock in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's SunPower Corporation Common Stock position peaked at $299 in Q4 2023.
  • 230 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.