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Bogart Wealth LLC’s iPower IPW Stock Holding History

Bogart Wealth LLC’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 1124
2022
Q3 		$0 Buy
+1
New +$265 ﹤0.01% 1066

Other funds holding IPW

Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC's IPW Position: Q4 2022 in Review

Bogart Wealth LLC sold out of iPower (IPW) in Q4 2022, closing a stake of 1 share.

Bogart Wealth LLC first reported a position in IPW in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 7 funds tracked by Wall St. Rank hold IPW as of Q4 2022.

  • Bogart Wealth LLC reported no remaining iPower position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 1 iPower share in Q4 2022.
  • Bogart Wealth LLC first reported a position in iPower in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's iPower position peaked at $0 in Q3 2022.
  • 7 funds tracked by Wall St. Rank held iPower as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.