FourThought Financial’s Portland General Electric POR Stock Holding History

FourThought Financial’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
2022 Q3	$5K	Buy	104 +12	+13%	+$613	﹤0.01%	1177
2022 Q2	$4K	Hold	92	–	–	﹤0.01%	1210
2022 Q1	$5K	Buy	92 +16	+21%	+$842	﹤0.01%	1196
2021 Q4	$4K	Buy	76 +18	+31%	+$898	﹤0.01%	1267
2021 Q3	$2K	Sell	58 -63	-52%	-$3.1K	﹤0.01%	1379
2021 Q2	$5K	Sell	121 -3,656	-97%	-$180K	﹤0.01%	1218
2021 Q1	$179K	Sell	3,777 -133	-3%	-$5.81K	0.03%	365
2020 Q4	$167K	Buy	+3,910	New	+$159K	0.03%	370

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FourThought Financial's POR Position: Q3 2022 in Review

FourThought Financial increased its Portland General Electric (POR) stake by 13% in Q3 2022, buying an estimated $613 and bringing the position to 104 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

FourThought Financial first reported a position in POR in Q4 2020 and has held it in 8 quarters since. The position peaked at $179K in Q1 2021. 362 funds tracked by Wall St. Rank hold POR as of Q3 2022.

FourThought Financial held 104 shares of Portland General Electric worth $5K as of Q3 2022.
FourThought Financial bought 12 Portland General Electric shares in Q3 2022, an estimated $613.
Portland General Electric made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1177 holding.
FourThought Financial first reported a position in Portland General Electric in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Portland General Electric position peaked at $179K in Q1 2021.
362 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.