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Blue Bell Private Wealth Management’s Plug Power PLUG Stock Holding History

Blue Bell Private 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
2023
Q1 		– Sell
-500
Closed -$6.18K – 698
2022
Q4 		$6.18K Hold
500
– – ﹤0.01% 433
2022
Q3 		$11K Hold
500
– – ﹤0.01% 366
2022
Q2 		$8K Hold
500
– – ﹤0.01% 427
2022
Q1 		$14K Buy
+500
New +$11.9K ﹤0.01% 367

Other funds holding PLUG

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Blue Bell Private Wealth Management's PLUG Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Plug Power (PLUG) in Q1 2023, closing a stake of 500 shares — an estimated $6.18K sold.

Blue Bell Private Wealth Management first reported a position in PLUG in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 559 funds tracked by Wall St. Rank hold PLUG as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Plug Power position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 500 Plug Power shares in Q1 2023, an estimated $6.18K.
  • Blue Bell Private Wealth Management first reported a position in Plug Power in Q1 2022 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Plug Power position peaked at $14K in Q1 2022.
  • 559 funds tracked by Wall St. Rank held Plug Power as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.