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Aspiriant LLC’s Ideal Power IPWR Stock Holding History

Aspiriant LLC’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
2019
Q3 		– Sell
-1,970
Closed -$6K – 224
2019
Q2 		$6K Hold
1,970
– – ﹤0.01% 230
2019
Q1 		$7K Hold
1,970
– – ﹤0.01% 231
2018
Q4 		$5K Buy
+1,970
New +$8.34K ﹤0.01% 225

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aspiriant LLC's IPWR Position: Q3 2019 in Review

Aspiriant LLC sold out of Ideal Power (IPWR) in Q3 2019, closing a stake of 1,970 shares — an estimated $6K sold.

Aspiriant LLC first reported a position in IPWR in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2019. 7 funds tracked by Wall St. Rank hold IPWR as of Q3 2019.

  • Aspiriant LLC reported no remaining Ideal Power position as of Q3 2019 after selling out during the quarter.
  • Aspiriant LLC sold 1,970 Ideal Power shares in Q3 2019, an estimated $6K.
  • Aspiriant LLC first reported a position in Ideal Power in Q4 2018 and held it in 3 quarters.
  • Aspiriant LLC's Ideal Power position peaked at $7K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Ideal Power as of Q3 2019.

Based on Aspiriant LLC's 13F filing for Q3 2019, filed 4 Nov 2019.