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C2C Wealth Management’s Solid Power SLDP Stock Holding History

C2C Wealth Management’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,434
Closed -$40.4K – 209
2023
Q3 		$40.4K Sell
21,434
-5,364
-20% -$12.7K 0.01% 229
2023
Q2 		$76.5K Hold
26,798
– – 0.01% 239
2023
Q1 		$72.5K Hold
26,798
– – 0.01% 228
2022
Q4 		$74.7K Buy
+26,798
New +$115K 0.01% 168

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C2C Wealth Management's SLDP Position: Q4 2023 in Review

C2C Wealth Management sold out of Solid Power (SLDP) in Q4 2023, closing a stake of 21,434 shares — an estimated $40.4K sold.

C2C Wealth Management first reported a position in SLDP in Q4 2022 and held it in 4 quarters. The position peaked at $76.5K in Q2 2023. 137 funds tracked by Wall St. Rank hold SLDP as of Q4 2023.

  • C2C Wealth Management reported no remaining Solid Power position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 21,434 Solid Power shares in Q4 2023, an estimated $40.4K.
  • C2C Wealth Management first reported a position in Solid Power in Q4 2022 and held it in 4 quarters.
  • C2C Wealth Management's Solid Power position peaked at $76.5K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Solid Power as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.