GWS
SPWR

Glassman Wealth Services’s SunPower Corporation Common Stock SPWR Stock Holding History

Glassman Wealth Services’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-61
Closed -$1.1K – 2019
2022
Q4 		$1.1K Hold
61
– – ﹤0.01% 1398
2022
Q3 		$1K Buy
61
+9
+17% +$202 ﹤0.01% 1590
2022
Q2 		$1K Hold
52
– – ﹤0.01% 1594
2022
Q1 		$1K Buy
+52
New +$956 ﹤0.01% 1576

Other funds holding SPWR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's SPWR Position: Q1 2023 in Review

Glassman Wealth Services sold out of SunPower Corporation Common Stock (SPWR) in Q1 2023, closing a stake of 61 shares — an estimated $1.1K sold.

Glassman Wealth Services first reported a position in SPWR in Q1 2022 and held it in 4 quarters. The position peaked at $1.1K in Q4 2022. 273 funds tracked by Wall St. Rank hold SPWR as of Q1 2023.

  • Glassman Wealth Services reported no remaining SunPower Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 61 SunPower Corporation Common Stock shares in Q1 2023, an estimated $1.1K.
  • Glassman Wealth Services first reported a position in SunPower Corporation Common Stock in Q1 2022 and held it in 4 quarters.
  • Glassman Wealth Services's SunPower Corporation Common Stock position peaked at $1.1K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.