CM Wealth Advisors’s FuelCell Energy FCEL Stock Holding History

CM Wealth Advisors’s Portfolio FCEL Stock Details FCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-662	Closed	-$36K	–	255
2023 Q1	$36K	Buy	+662	New	+$65.1K	0.01%	412

Other funds holding FCEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CM Wealth Advisors's FCEL Position: Q2 2023 in Review

CM Wealth Advisors sold out of FuelCell Energy (FCEL) in Q2 2023, closing a stake of 662 shares — an estimated $36K sold.

CM Wealth Advisors first reported a position in FCEL in Q1 2023 and held it in 1 quarter. The position peaked at $36K in Q1 2023. 239 funds tracked by Wall St. Rank hold FCEL as of Q2 2023.

CM Wealth Advisors reported no remaining FuelCell Energy position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 662 FuelCell Energy shares in Q2 2023, an estimated $36K.
CM Wealth Advisors first reported a position in FuelCell Energy in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's FuelCell Energy position peaked at $36K in Q1 2023.
239 funds tracked by Wall St. Rank held FuelCell Energy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.