CWP
MAXN

Concord Wealth Partners’s Maxeon Solar Technologies MAXN Stock Holding History

Concord Wealth Partners’s Portfolio MAXN Stock Details MAXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1
Closed -$2K – 1316
2022
Q1 		$2K Buy
+1
New +$1.15K ﹤0.01% 1108
2021
Q3 		– Sell
-1
Closed -$2K – 979
2021
Q2 		$2K Buy
+1
New +$1.88K ﹤0.01% 898

Other funds holding MAXN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Concord Wealth Partners's MAXN Position: Q2 2022 in Review

Concord Wealth Partners sold out of Maxeon Solar Technologies (MAXN) in Q2 2022, closing a stake of 1 share — an estimated $2K sold.

Concord Wealth Partners first reported a position in MAXN in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 91 funds tracked by Wall St. Rank hold MAXN as of Q2 2022.

  • Concord Wealth Partners reported no remaining Maxeon Solar Technologies position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Maxeon Solar Technologies share in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Maxeon Solar Technologies in Q2 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Maxeon Solar Technologies position peaked at $2K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Maxeon Solar Technologies as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.