Gradient Investments’s Portland General Electric POR Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-4	Closed	-$173	–	1680
2023 Q4	$173	Buy	+4	New	+$166	﹤0.01%	1709
2023 Q3	–	Sell	-16	Closed	-$749	–	1889
2023 Q2	$749	Buy	+16	New	+$792	﹤0.01%	1445
2023 Q1	–	Sell	-12	Closed	-$588	–	1611
2022 Q4	$588	Sell	12 -195	-94%	-$9.04K	﹤0.01%	1283
2022 Q3	$9K	Buy	+207	New	+$10.6K	﹤0.01%	826
2021 Q2	–	Sell	-200	Closed	-$9K	–	1236
2021 Q1	$9K	Buy	+200	New	+$8.73K	﹤0.01%	788
2018 Q4	–	Sell	-22	Closed	-$1K	–	1052
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	929
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	920
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	930
2017 Q4	$1K	Buy	+22	New	+$1.04K	﹤0.01%	936

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's POR Position: Q1 2024 in Review

Gradient Investments sold out of Portland General Electric (POR) in Q1 2024, closing a stake of 4 shares — an estimated $173 sold.

Gradient Investments first reported a position in POR in Q4 2017 and held it in 9 quarters. The position peaked at $9K in Q3 2022. 382 funds tracked by Wall St. Rank hold POR as of Q1 2024.

Gradient Investments reported no remaining Portland General Electric position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 4 Portland General Electric shares in Q1 2024, an estimated $173.
Gradient Investments first reported a position in Portland General Electric in Q4 2017 and held it in 9 quarters.
Gradient Investments's Portland General Electric position peaked at $9K in Q3 2022.
382 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.