Clearstead Advisors’s Solid Power SLDP Stock Holding History

Clearstead Advisors’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	-5,248	Closed	-$10.6K	–	1630
2023 Q3	$10.6K	Buy	+5,248	New	+$12.4K	﹤0.01%	1114

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearstead Advisors's SLDP Position: Q4 2023 in Review

Clearstead Advisors sold out of Solid Power (SLDP) in Q4 2023, closing a stake of 5,248 shares — an estimated $10.6K sold.

Clearstead Advisors first reported a position in SLDP in Q3 2023 and held it in 1 quarter. The position peaked at $10.6K in Q3 2023. 137 funds tracked by Wall St. Rank hold SLDP as of Q4 2023.

Clearstead Advisors reported no remaining Solid Power position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 5,248 Solid Power shares in Q4 2023, an estimated $10.6K.
Clearstead Advisors first reported a position in Solid Power in Q3 2023 and held it in 1 quarter.
Clearstead Advisors's Solid Power position peaked at $10.6K in Q3 2023.
137 funds tracked by Wall St. Rank held Solid Power as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.