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

AE 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
2023 Q2	–	Sell	-165,843	Closed	-$2.3M	–	2078
2023 Q1	$2.3M	Sell	165,843 -1,501	-0.9%	-$23.5K	0.01%	751
2022 Q4	$3.02M	Buy	167,344 +3,429	+2%	+$70.2K	0.02%	614
2022 Q3	$3.78M	Buy	163,915 +2,243	+1%	+$50.4K	0.03%	492
2022 Q2	$2.56M	Buy	161,672 +7,568	+5%	+$136K	0.02%	586
2022 Q1	$3.31M	Buy	154,104 +10,193	+7%	+$187K	0.02%	559
2021 Q4	$3M	Buy	143,911 +106,103	+281%	+$2.87M	0.02%	564
2021 Q3	$857K	Buy	37,808 +16,342	+76%	+$382K	0.01%	922
2021 Q2	$627K	Buy	+21,466	New	+$554K	0.01%	1051

Other funds holding SPWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's SPWR Position: Q2 2023 in Review

AE Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q2 2023, closing a stake of 165,843 shares — an estimated $2.3M sold.

AE Wealth Management first reported a position in SPWR in Q2 2021 and held it in 8 quarters. The position peaked at $3.78M in Q3 2022. 257 funds tracked by Wall St. Rank hold SPWR as of Q2 2023.

AE Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 165,843 SunPower Corporation Common Stock shares in Q2 2023, an estimated $2.3M.
AE Wealth Management first reported a position in SunPower Corporation Common Stock in Q2 2021 and held it in 8 quarters.
AE Wealth Management's SunPower Corporation Common Stock position peaked at $3.78M in Q3 2022.
257 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.