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Financial Synergies Wealth Advisors’s Plug Power PLUG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,000
Closed -$33.1K – 511
2022
Q2 		$33.1K Buy
+2,000
New +$39.7K 0.01% 117

Other funds holding PLUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Financial Synergies Wealth Advisors's PLUG Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Plug Power (PLUG) in Q3 2022, closing a stake of 2,000 shares — an estimated $33.1K sold.

Financial Synergies Wealth Advisors first reported a position in PLUG in Q2 2022 and held it in 1 quarter. The position peaked at $33.1K in Q2 2022. 570 funds tracked by Wall St. Rank hold PLUG as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Plug Power position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2,000 Plug Power shares in Q3 2022, an estimated $33.1K.
  • Financial Synergies Wealth Advisors first reported a position in Plug Power in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Plug Power position peaked at $33.1K in Q2 2022.
  • 570 funds tracked by Wall St. Rank held Plug Power as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.