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Capital Analysts LLC’s Ideal Power IPWR Stock Holding History

Capital Analysts LLC’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$21K – 1023
2022
Q4 		$21K Buy
2,000
+1,000
+100% +$11.3K ﹤0.01% 751
2022
Q3 		$10K Hold
1,000
– – ﹤0.01% 799
2022
Q2 		$12K Hold
1,000
– – ﹤0.01% 775
2022
Q1 		$9K Hold
1,000
– – ﹤0.01% 761
2021
Q4 		$12K Buy
+1,000
New +$13.4K ﹤0.01% 789

Other funds holding IPWR

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Capital Analysts LLC's IPWR Position: Q1 2023 in Review

Capital Analysts LLC sold out of Ideal Power (IPWR) in Q1 2023, closing a stake of 2,000 shares — an estimated $21K sold.

Capital Analysts LLC first reported a position in IPWR in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2022. 26 funds tracked by Wall St. Rank hold IPWR as of Q1 2023.

  • Capital Analysts LLC reported no remaining Ideal Power position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 2,000 Ideal Power shares in Q1 2023, an estimated $21K.
  • Capital Analysts LLC first reported a position in Ideal Power in Q4 2021 and held it in 5 quarters.
  • Capital Analysts LLC's Ideal Power position peaked at $21K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Ideal Power as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.