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Game Plan Financial Advisors’s Energy Focus EFOI Stock Holding History

Game Plan Financial Advisors’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,143
Closed -$8K – 92
2022
Q3 		$8K Sell
2,143
-1,017
-32% -$5.52K 0.01% 90
2022
Q2 		$29K Sell
3,160
-1,269
-29% -$11.7K 0.02% 89
2022
Q1 		$42K Sell
4,429
-214
-5% -$2.67K 0.03% 99
2021
Q4 		$139K Buy
+4,643
New +$98.9K 0.07% 95

Other funds holding EFOI

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Game Plan Financial Advisors's EFOI Position: Q4 2022 in Review

Game Plan Financial Advisors sold out of Energy Focus (EFOI) in Q4 2022, closing a stake of 2,143 shares — an estimated $8K sold.

Game Plan Financial Advisors first reported a position in EFOI in Q4 2021 and held it in 4 quarters. The position peaked at $139K in Q4 2021. 15 funds tracked by Wall St. Rank hold EFOI as of Q4 2022.

  • Game Plan Financial Advisors reported no remaining Energy Focus position as of Q4 2022 after selling out during the quarter.
  • Game Plan Financial Advisors sold 2,143 Energy Focus shares in Q4 2022, an estimated $8K.
  • Game Plan Financial Advisors first reported a position in Energy Focus in Q4 2021 and held it in 4 quarters.
  • Game Plan Financial Advisors's Energy Focus position peaked at $139K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Energy Focus as of Q4 2022.

Based on Game Plan Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.