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Clearview Wealth Advisors’s Plug Power PLUG Stock Holding History

Clearview Wealth Advisors’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1.04K – 481
2023
Q2 		$1.04K Sell
100
-160
-62% -$1.46K ﹤0.01% 600
2023
Q1 		$3.05K Hold
260
– – ﹤0.01% 480
2022
Q4 		$3.22K Sell
260
-100
-28% -$1.59K ﹤0.01% 437
2022
Q3 		$8K Buy
360
+10
+3% +$238 0.01% 365
2022
Q2 		$6K Sell
350
-312
-47% -$6.19K ﹤0.01% 420
2022
Q1 		$19K Hold
662
– – 0.01% 308
2021
Q4 		$19K Sell
662
-100
-13% -$3.46K 0.01% 339
2021
Q3 		$19K Buy
762
+200
+36% +$5.36K 0.01% 346
2021
Q2 		$19K Hold
562
– – 0.01% 350
2021
Q1 		$20K Buy
562
+200
+55% +$10.3K 0.01% 331
2020
Q4 		$12K Buy
+362
New +$8.2K 0.01% 355

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Clearview Wealth Advisors's PLUG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Plug Power (PLUG) in Q3 2023, closing a stake of 100 shares — an estimated $1.04K sold.

Clearview Wealth Advisors first reported a position in PLUG in Q4 2020 and held it in 11 quarters. The position peaked at $20K in Q1 2021. 513 funds tracked by Wall St. Rank hold PLUG as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Plug Power position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Plug Power shares in Q3 2023, an estimated $1.04K.
  • Clearview Wealth Advisors first reported a position in Plug Power in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Plug Power position peaked at $20K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held Plug Power as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.