BHWA
SPWR

Beacon Harbor Wealth Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

Beacon Harbor Wealth Advisors’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
2021
Q1 		– Sell
-166,768
Closed -$4.28M – 84
2020
Q4 		$4.28M Buy
+166,768
New +$3.37M 1.74% 16

Other funds holding SPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SPWR Position: Q1 2021 in Review

Beacon Harbor Wealth Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q1 2021, closing a stake of 166,768 shares — an estimated $4.28M sold.

Beacon Harbor Wealth Advisors first reported a position in SPWR in Q4 2020 and held it in 1 quarter. The position peaked at $4.28M in Q4 2020. 264 funds tracked by Wall St. Rank hold SPWR as of Q1 2021.

  • Beacon Harbor Wealth Advisors reported no remaining SunPower Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 166,768 SunPower Corporation Common Stock shares in Q1 2021, an estimated $4.28M.
  • Beacon Harbor Wealth Advisors first reported a position in SunPower Corporation Common Stock in Q4 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's SunPower Corporation Common Stock position peaked at $4.28M in Q4 2020.
  • 264 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q1 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.