Avantax Advisory Services’s Solid Power SLDP Stock Holding History

Avantax Advisory Services’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,250	Closed	-$26K	–	1534
2022 Q4	$26K	Sell	10,250 -2,000	-16%	-$8.55K	﹤0.01%	1400
2022 Q3	$64K	Buy	12,250 +350	+3%	+$2.21K	﹤0.01%	1293
2022 Q2	$64K	Buy	+11,900	New	+$92.9K	﹤0.01%	1269

Other funds holding SLDP

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

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Avantax Advisory Services's SLDP Position: Q1 2023 in Review

Avantax Advisory Services sold out of Solid Power (SLDP) in Q1 2023, closing a stake of 10,250 shares — an estimated $26K sold.

Avantax Advisory Services first reported a position in SLDP in Q2 2022 and held it in 3 quarters. The position peaked at $64K in Q3 2022. 154 funds tracked by Wall St. Rank hold SLDP as of Q1 2023.

Avantax Advisory Services reported no remaining Solid Power position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 10,250 Solid Power shares in Q1 2023, an estimated $26K.
Avantax Advisory Services first reported a position in Solid Power in Q2 2022 and held it in 3 quarters.
Avantax Advisory Services's Solid Power position peaked at $64K in Q3 2022.
154 funds tracked by Wall St. Rank held Solid Power as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.