HWMA
CGRN

Heritage Wealth Management (Arizona)’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
329
– – ﹤0.01% 837
2021
Q2 		$2K Hold
329
– – ﹤0.01% 846
2021
Q1 		$3K Buy
+329
New +$3.34K ﹤0.01% 692

Other funds holding CGRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CGRN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Capstone Green Energy Corporation Common Stock (CGRN) position steady in Q3 2021 at 329 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Heritage Wealth Management (Arizona) first reported a position in CGRN in Q1 2021 and has held it in 3 quarters since. The position peaked at $3K in Q1 2021. 34 funds tracked by Wall St. Rank hold CGRN as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 329 shares of Capstone Green Energy Corporation Common Stock worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Capstone Green Energy Corporation Common Stock share count unchanged in Q3 2021.
  • Capstone Green Energy Corporation Common Stock made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #837 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Capstone Green Energy Corporation Common Stock position peaked at $3K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.