AWM
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AE Wealth Management’s Ideal Power IPWR Stock Holding History

AE Wealth Management’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,530
Closed -$73.8K – 1570
2023
Q4 		$73.8K Hold
10,530
– – ﹤0.01% 1963
2023
Q3 		$102K Hold
10,530
– – ﹤0.01% 1836
2023
Q2 		$124K Sell
10,530
-8,000
-43% -$83.3K ﹤0.01% 1786
2023
Q1 		$194K Sell
18,530
-370
-2% -$4.3K ﹤0.01% 1743
2022
Q4 		$202K Hold
18,900
– – ﹤0.01% 1668
2022
Q3 		$196K Hold
18,900
– – ﹤0.01% 1612
2022
Q2 		$231K Buy
+18,900
New +$193K ﹤0.01% 1540

Other funds holding IPWR

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Timelo Investment Management Aurora, Ontario, Canada $349M AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's IPWR Position: Q1 2024 in Review

AE Wealth Management sold out of Ideal Power (IPWR) in Q1 2024, closing a stake of 10,530 shares — an estimated $73.8K sold.

AE Wealth Management first reported a position in IPWR in Q2 2022 and held it in 7 quarters. The position peaked at $231K in Q2 2022. 27 funds tracked by Wall St. Rank hold IPWR as of Q1 2024.

  • AE Wealth Management reported no remaining Ideal Power position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,530 Ideal Power shares in Q1 2024, an estimated $73.8K.
  • AE Wealth Management first reported a position in Ideal Power in Q2 2022 and held it in 7 quarters.
  • AE Wealth Management's Ideal Power position peaked at $231K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held Ideal Power as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.