BKM Wealth Management’s Plug Power PLUG Stock Holding History

BKM 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 Q1	–	Sell	-500	Closed	-$2.25K	–	456
2023 Q4	$2.25K	Buy	+500	New	+$2.62K	﹤0.01%	556

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BKM Wealth Management's PLUG Position: Q1 2024 in Review

BKM Wealth Management sold out of Plug Power (PLUG) in Q1 2024, closing a stake of 500 shares — an estimated $2.25K sold.

BKM Wealth Management first reported a position in PLUG in Q4 2023 and held it in 1 quarter. The position peaked at $2.25K in Q4 2023. 472 funds tracked by Wall St. Rank hold PLUG as of Q1 2024.

BKM Wealth Management reported no remaining Plug Power position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 500 Plug Power shares in Q1 2024, an estimated $2.25K.
BKM Wealth Management first reported a position in Plug Power in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Plug Power position peaked at $2.25K in Q4 2023.
472 funds tracked by Wall St. Rank held Plug Power as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.