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Bleakley Financial Group’s Energy Focus EFOI Stock Holding History

Bleakley Financial Group’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,703
Closed -$14.5K – 936
2023
Q1 		$14.5K Hold
3,703
– – ﹤0.01% 903
2022
Q4 		$8.16K Buy
+3,703
New +$10.2K ﹤0.01% 872

Other funds holding EFOI

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bleakley Financial Group's EFOI Position: Q2 2023 in Review

Bleakley Financial Group sold out of Energy Focus (EFOI) in Q2 2023, closing a stake of 3,703 shares — an estimated $14.5K sold.

Bleakley Financial Group first reported a position in EFOI in Q4 2022 and held it in 2 quarters. The position peaked at $14.5K in Q1 2023. 9 funds tracked by Wall St. Rank hold EFOI as of Q2 2023.

  • Bleakley Financial Group reported no remaining Energy Focus position as of Q2 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 3,703 Energy Focus shares in Q2 2023, an estimated $14.5K.
  • Bleakley Financial Group first reported a position in Energy Focus in Q4 2022 and held it in 2 quarters.
  • Bleakley Financial Group's Energy Focus position peaked at $14.5K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Energy Focus as of Q2 2023.

Based on Bleakley Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.