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Axxcess Wealth Management’s Fluence Energy FLNC Stock Holding History

Axxcess Wealth Management’s Portfolio FLNC Stock Details FLNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,718
Closed -$476K – 875
2023
Q3 		$476K Buy
+20,718
New +$534K 0.02% 489

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SPT
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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Axxcess Wealth Management's FLNC Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Fluence Energy (FLNC) in Q4 2023, closing a stake of 20,718 shares — an estimated $476K sold.

Axxcess Wealth Management first reported a position in FLNC in Q3 2023 and held it in 1 quarter. The position peaked at $476K in Q3 2023. 215 funds tracked by Wall St. Rank hold FLNC as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Fluence Energy position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 20,718 Fluence Energy shares in Q4 2023, an estimated $476K.
  • Axxcess Wealth Management first reported a position in Fluence Energy in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Fluence Energy position peaked at $476K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Fluence Energy as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.