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Capital Advisors Ltd’s FTC Solar FTCI Stock Holding History

Capital Advisors Ltd’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-502
Closed -$6K – 1360
2023
Q3 		$6K Hold
502
– – ﹤0.01% 768
2023
Q2 		$16K Buy
+502
New +$13.8K ﹤0.01% 605
2023
Q1 		– Sell
-502
Closed – – 1323
2022
Q4 		$0 Buy
+502
New +$11.9K ﹤0.01% 1360

Other funds holding FTCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Advisors Ltd's FTCI Position: Q4 2023 in Review

Capital Advisors Ltd sold out of FTC Solar (FTCI) in Q4 2023, closing a stake of 502 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in FTCI in Q4 2022 and held it in 3 quarters. The position peaked at $16K in Q2 2023. 86 funds tracked by Wall St. Rank hold FTCI as of Q4 2023.

  • Capital Advisors Ltd reported no remaining FTC Solar position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 502 FTC Solar shares in Q4 2023, an estimated $6K.
  • Capital Advisors Ltd first reported a position in FTC Solar in Q4 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's FTC Solar position peaked at $16K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held FTC Solar as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.