EWM
CGRN

Executive Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Executive Wealth Management’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-320
Closed -$3K – 862
2019
Q2 		$3K Hold
320
– – ﹤0.01% 783
2019
Q1 		$3K Buy
+320
New +$2.75K ﹤0.01% 716

Other funds holding CGRN

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Executive Wealth Management's CGRN Position: Q3 2019 in Review

Executive Wealth Management sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q3 2019, closing a stake of 320 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in CGRN in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 38 funds tracked by Wall St. Rank hold CGRN as of Q3 2019.

  • Executive Wealth Management reported no remaining Capstone Green Energy Corporation Common Stock position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 320 Capstone Green Energy Corporation Common Stock shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Capstone Green Energy Corporation Common Stock position peaked at $3K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.