HC Financial Advisors’s Portland General Electric POR Stock Holding History

HC Financial Advisors’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 Q2	$8K	Sell	163 -70	-30%	-$3.48K	0.01%	257
2022 Q1	$13K	Buy	233 +163	+233%	+$8.57K	0.01%	217
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	292
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	292
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	308
2021 Q1	$3K	Hold	70	–	–	﹤0.01%	314
2020 Q4	$3K	Hold	70	–	–	﹤0.01%	322
2020 Q3	$2K	Hold	70	–	–	﹤0.01%	348
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	316
2020 Q1	$3K	Buy	+70	New	+$3.92K	﹤0.01%	340

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

HC Financial Advisors's POR Position: Q2 2022 in Review

HC Financial Advisors reduced its Portland General Electric (POR) stake by 30% in Q2 2022, selling an estimated $3.48K and leaving 163 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #257.

HC Financial Advisors first reported a position in POR in Q1 2020 and has held it in 10 quarters since. The position peaked at $13K in Q1 2022. 346 funds tracked by Wall St. Rank hold POR as of Q2 2022.

HC Financial Advisors held 163 shares of Portland General Electric worth $8K as of Q2 2022.
HC Financial Advisors sold 70 Portland General Electric shares in Q2 2022, an estimated $3.48K.
Portland General Electric made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #257 holding.
HC Financial Advisors first reported a position in Portland General Electric in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Portland General Electric position peaked at $13K in Q1 2022.
346 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.