EFA
PPSI

Evernest Financial Advisors’s Pioneer Power Solutions PPSI Stock Holding History

Evernest Financial Advisors’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-82,000
Closed -$385K – 174
2024
Q3 		$385K Buy
+82,000
New +$369K 0.1% 114

Other funds holding PPSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Evernest Financial Advisors's PPSI Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Pioneer Power Solutions (PPSI) in Q4 2024, closing a stake of 82,000 shares — an estimated $385K sold.

Evernest Financial Advisors first reported a position in PPSI in Q3 2024 and held it in 1 quarter. The position peaked at $385K in Q3 2024. 28 funds tracked by Wall St. Rank hold PPSI as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Pioneer Power Solutions position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 82,000 Pioneer Power Solutions shares in Q4 2024, an estimated $385K.
  • Evernest Financial Advisors first reported a position in Pioneer Power Solutions in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Pioneer Power Solutions position peaked at $385K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.