Capital Advisors Ltd’s Solid Power SLDP Stock Holding History

Capital Advisors Ltd’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
2024 Q4	–	Sell	-4,219	Closed	-$6K	–	1561
2024 Q3	$6K	Hold	4,219	–	–	﹤0.01%	896
2024 Q2	$7K	Buy	+4,219	New	+$7.28K	﹤0.01%	848

Other funds holding SLDP

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

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisors Ltd's SLDP Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Solid Power (SLDP) in Q4 2024, closing a stake of 4,219 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in SLDP in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q2 2024. 127 funds tracked by Wall St. Rank hold SLDP as of Q4 2024.

Capital Advisors Ltd reported no remaining Solid Power position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 4,219 Solid Power shares in Q4 2024, an estimated $6K.
Capital Advisors Ltd first reported a position in Solid Power in Q2 2024 and held it in 2 quarters.
Capital Advisors Ltd's Solid Power position peaked at $7K in Q2 2024.
127 funds tracked by Wall St. Rank held Solid Power as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.