Capstone Investment Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

Capstone Investment Advisors’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	-10,457	Closed	-$102K	–	2330
2023 Q2	$102K	Buy	+10,457	New	+$122K	﹤0.01%	1696
2016 Q4	–	Sell	-15,423	Closed	-$90K	–	1146
2016 Q3	$90K	Buy	+15,423	New	+$120K	﹤0.01%	707
2016 Q2	–	Sell	-37,714	Closed	-$551K	–	870
2016 Q1	$551K	Buy	+37,714	New	+$586K	0.02%	408

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

Capstone Investment Advisors's SPWR Position: Q3 2023 in Review

Capstone Investment Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q3 2023, closing a stake of 10,457 shares — an estimated $102K sold.

Capstone Investment Advisors first reported a position in SPWR in Q1 2016 and held it in 3 quarters. The position peaked at $551K in Q1 2016. 253 funds tracked by Wall St. Rank hold SPWR as of Q3 2023.

Capstone Investment Advisors reported no remaining SunPower Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
Capstone Investment Advisors sold 10,457 SunPower Corporation Common Stock shares in Q3 2023, an estimated $102K.
Capstone Investment Advisors first reported a position in SunPower Corporation Common Stock in Q1 2016 and held it in 3 quarters.
Capstone Investment Advisors's SunPower Corporation Common Stock position peaked at $551K in Q1 2016.
253 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2023.

Based on Capstone Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.