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Beaird Harris Wealth Management’s Portland General Electric POR Stock Holding History

Beaird Harris Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48
Closed -$2.35K – 680
2022
Q4 		$2.35K Buy
+48
New +$2.22K ﹤0.01% 553

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's POR Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Portland General Electric (POR) in Q1 2023, closing a stake of 48 shares — an estimated $2.35K sold.

Beaird Harris Wealth Management first reported a position in POR in Q4 2022 and held it in 1 quarter. The position peaked at $2.35K in Q4 2022. 384 funds tracked by Wall St. Rank hold POR as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Portland General Electric position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 48 Portland General Electric shares in Q1 2023, an estimated $2.35K.
  • Beaird Harris Wealth Management first reported a position in Portland General Electric in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Portland General Electric position peaked at $2.35K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.