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Foundations Investment Advisors’s Plug Power PLUG Stock Holding History

Foundations Investment 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
2024
Q3 		– Sell
-365,143
Closed -$851K – 849
2024
Q2 		$851K Buy
365,143
+176,898
+94% +$507K 0.02% 374
2024
Q1 		$648K Buy
188,245
+37,031
+24% +$138K 0.02% 409
2023
Q4 		$711K Buy
151,214
+111,925
+285% +$587K 0.02% 365
2023
Q3 		$299K Buy
39,289
+1,342
+4% +$13.1K 0.01% 510
2023
Q2 		$394K Buy
37,947
+5,889
+18% +$53.6K 0.01% 411
2023
Q1 		$376K Buy
32,058
+6,283
+24% +$89.8K 0.01% 365
2022
Q4 		$319K Sell
25,775
-3,294
-11% -$52.4K 0.01% 335
2022
Q3 		$611K Sell
29,069
-388
-1% -$9.25K 0.03% 210
2022
Q2 		$518K Sell
29,457
-567
-2% -$11.3K 0.02% 220
2022
Q1 		$774K Buy
30,024
+3,139
+12% +$74.8K 0.03% 151
2021
Q4 		$663K Buy
26,885
+3,564
+15% +$123K 0.03% 166
2021
Q3 		$568K Buy
23,321
+4,885
+26% +$131K 0.02% 164
2021
Q2 		$542K Buy
18,436
+10,236
+125% +$297K 0.03% 158
2021
Q1 		$262K Sell
8,200
-568
-6% -$29.3K 0.02% 191
2020
Q4 		$471K Sell
8,768
-1,232
-12% -$27.9K 0.03% 119
2020
Q3 		$141K Buy
+10,000
New +$110K 0.03% 159

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foundations Investment Advisors's PLUG Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Plug Power (PLUG) in Q3 2024, closing a stake of 365,143 shares — an estimated $851K sold.

Foundations Investment Advisors first reported a position in PLUG in Q3 2020 and held it in 16 quarters. The position peaked at $851K in Q2 2024. 439 funds tracked by Wall St. Rank hold PLUG as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Plug Power position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 365,143 Plug Power shares in Q3 2024, an estimated $851K.
  • Foundations Investment Advisors first reported a position in Plug Power in Q3 2020 and held it in 16 quarters.
  • Foundations Investment Advisors's Plug Power position peaked at $851K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held Plug Power as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.