HWMA
FCEL icon

Heritage Wealth Management (Arizona)’s FuelCell Energy FCEL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FCEL Stock Details FCEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$502K Hold
2,500
– – 0.18% 88
2021
Q2 		$668K Buy
2,500
+833
+50% +$243K 0.25% 78
2021
Q1 		$721K Buy
+1,667
New +$893K 0.41% 58

Other funds holding FCEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Management (Arizona) held its FuelCell Energy (FCEL) position steady in Q3 2021 at 2,500 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #88.

Heritage Wealth Management (Arizona) first reported a position in FCEL in Q1 2021 and has held it in 3 quarters since. The position peaked at $721K in Q1 2021. 245 funds tracked by Wall St. Rank hold FCEL as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,500 shares of FuelCell Energy worth $502K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its FuelCell Energy share count unchanged in Q3 2021.
  • FuelCell Energy made up 0.18% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #88 holding.
  • Heritage Wealth Management (Arizona) first reported a position in FuelCell Energy in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s FuelCell Energy position peaked at $721K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held FuelCell Energy as of Q3 2021.

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