Fermata Advisors’s FuelCell Energy FCEL Stock Holding History

Fermata 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
2024 Q4	–	Sell	-2,750	Closed	-$31.4K	–	277
2024 Q3	$31.4K	Hold	2,750	–	–	0.01%	247
2024 Q2	$52.7K	Buy	2,750 +970	+54%	+$26K	0.01%	227
2024 Q1	$63.5K	Hold	1,780	–	–	0.01%	210
2023 Q4	$85.4K	Buy	1,780 +1,389	+355%	+$53.2K	0.02%	185
2023 Q3	$15K	Hold	391	–	–	﹤0.01%	161
2023 Q2	$25.3K	Buy	+391	New	+$26.5K	0.02%	71
2023 Q1	–	Sell	-391	Closed	-$32.6K	–	109
2022 Q4	$32.6K	Hold	391	–	–	0.01%	135
2022 Q3	$40K	Hold	391	–	–	0.01%	131
2022 Q2	$44K	Hold	391	–	–	0.02%	158
2022 Q1	$68K	Buy	+391	New	+$62K	0.03%	184

Other funds holding FCEL

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fermata Advisors's FCEL Position: Q4 2024 in Review

Fermata Advisors sold out of FuelCell Energy (FCEL) in Q4 2024, closing a stake of 2,750 shares — an estimated $31.4K sold.

Fermata Advisors first reported a position in FCEL in Q1 2022 and held it in 10 quarters. The position peaked at $85.4K in Q4 2023. 108 funds tracked by Wall St. Rank hold FCEL as of Q4 2024.

Fermata Advisors reported no remaining FuelCell Energy position as of Q4 2024 after selling out during the quarter.
Fermata Advisors sold 2,750 FuelCell Energy shares in Q4 2024, an estimated $31.4K.
Fermata Advisors first reported a position in FuelCell Energy in Q1 2022 and held it in 10 quarters.
Fermata Advisors's FuelCell Energy position peaked at $85.4K in Q4 2023.
108 funds tracked by Wall St. Rank held FuelCell Energy as of Q4 2024.

Based on Fermata Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.