Beaird Harris Wealth Management’s Plug Power PLUG Stock Holding History

Beaird Harris Wealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-30	Closed	-$70	–	663
2024 Q2	$70	Hold	30	–	–	﹤0.01%	673
2024 Q1	$104	Hold	30	–	–	﹤0.01%	616
2023 Q4	$135	Hold	30	–	–	﹤0.01%	592
2023 Q3	$228	Hold	30	–	–	﹤0.01%	429
2023 Q2	$312	Hold	30	–	–	﹤0.01%	431
2023 Q1	$352	Sell	30 -36	-55%	-$515	﹤0.01%	450
2022 Q4	$816	Buy	66 +36	+120%	+$573	﹤0.01%	647
2022 Q3	$1K	Buy	+30	New	+$715	﹤0.01%	449
2022 Q2	–	Sell	-30	Closed	-$1K	–	551
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	571
2021 Q4	$1K	Buy	+30	New	+$1.04K	﹤0.01%	613

Other funds holding PLUG

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Beaird Harris Wealth Management's PLUG Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Plug Power (PLUG) in Q3 2024, closing a stake of 30 shares — an estimated $70 sold.

Beaird Harris Wealth Management first reported a position in PLUG in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 438 funds tracked by Wall St. Rank hold PLUG as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Plug Power position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 30 Plug Power shares in Q3 2024, an estimated $70.
Beaird Harris Wealth Management first reported a position in Plug Power in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Plug Power position peaked at $1K in Q3 2022.
438 funds tracked by Wall St. Rank held Plug Power as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.