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Financial Gravity Asset Management’s Portland General Electric POR Stock Holding History

Financial Gravity Asset Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– – – 1181
2023
Q4 		– Hold
0
– – – 1339
2020
Q4 		$0 Buy
+2
New +$81 ﹤0.01% 633

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's POR Position: Q1 2024 in Review

Financial Gravity Asset Management held its Portland General Electric (POR) position steady in Q1 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Financial Gravity Asset Management first reported a position in POR in Q4 2020 and has held it in 1 quarter since. The position peaked at $0 in Q4 2020. 382 funds tracked by Wall St. Rank hold POR as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Portland General Electric worth $2 as of Q1 2024.
  • Financial Gravity Asset Management left its Portland General Electric share count unchanged in Q1 2024.
  • Portland General Electric made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1181 holding.
  • Financial Gravity Asset Management first reported a position in Portland General Electric in Q4 2020 and has held it in 1 quarter since.
  • Financial Gravity Asset Management's Portland General Electric position peaked at $0 in Q4 2020.
  • 382 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.