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Accurate Wealth Management’s Portland General Electric POR Stock Holding History

Accurate 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
2023
Q1 		– Sell
-375
Closed -$18.6K – 1104
2022
Q4 		$18.6K Buy
+375
New +$17.4K 0.01% 702

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accurate Wealth Management's POR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Portland General Electric (POR) in Q1 2023, closing a stake of 375 shares — an estimated $18.6K sold.

Accurate Wealth Management first reported a position in POR in Q4 2022 and held it in 1 quarter. The position peaked at $18.6K in Q4 2022. 384 funds tracked by Wall St. Rank hold POR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Portland General Electric position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 375 Portland General Electric shares in Q1 2023, an estimated $18.6K.
  • Accurate Wealth Management first reported a position in Portland General Electric in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Portland General Electric position peaked at $18.6K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.