BSW Wealth Partners’s SunPower Corporation Common Stock SPWR Stock Holding History

BSW Wealth Partners’s Portfolio SPWR Stock Details SPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,139	Closed	-$109K	–	292
2023 Q2	$109K	Buy	11,139 +1	+0%	+$12	0.02%	268
2023 Q1	$154K	Buy	+11,138	New	+$175K	0.03%	300
2022 Q4	–	Sell	-9,064	Closed	-$209K	–	331
2022 Q3	$209K	Buy	+9,064	New	+$204K	0.05%	251
2019 Q4	–	Sell	-32,009	Closed	-$230K	–	161
2019 Q3	$230K	Buy	32,009 +641	+2%	+$5.29K	0.09%	96
2019 Q2	$220K	Buy	31,368 +764	+2%	+$4.06K	0.08%	95
2019 Q1	$131K	Buy	+30,604	New	+$119K	0.05%	92

Other funds holding SPWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BSW Wealth Partners's SPWR Position: Q3 2023 in Review

BSW Wealth Partners sold out of SunPower Corporation Common Stock (SPWR) in Q3 2023, closing a stake of 11,139 shares — an estimated $109K sold.

BSW Wealth Partners first reported a position in SPWR in Q1 2019 and held it in 6 quarters. The position peaked at $230K in Q3 2019. 253 funds tracked by Wall St. Rank hold SPWR as of Q3 2023.

BSW Wealth Partners reported no remaining SunPower Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
BSW Wealth Partners sold 11,139 SunPower Corporation Common Stock shares in Q3 2023, an estimated $109K.
BSW Wealth Partners first reported a position in SunPower Corporation Common Stock in Q1 2019 and held it in 6 quarters.
BSW Wealth Partners's SunPower Corporation Common Stock position peaked at $230K in Q3 2019.
253 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.