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Heron Bay Capital Management’s iPower IPW Stock Holding History

Heron Bay Capital Management’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-141
Closed -$61.3K – 119
2024
Q3 		$61.3K Buy
141
+10
+8% +$3.68K 0.01% 101
2024
Q2 		$65.2K Buy
+131
New +$41.5K 0.01% 92

Other funds holding IPW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heron Bay Capital Management's IPW Position: Q4 2024 in Review

Heron Bay Capital Management sold out of iPower (IPW) in Q4 2024, closing a stake of 141 shares — an estimated $61.3K sold.

Heron Bay Capital Management first reported a position in IPW in Q2 2024 and held it in 2 quarters. The position peaked at $65.2K in Q2 2024. 16 funds tracked by Wall St. Rank hold IPW as of Q4 2024.

  • Heron Bay Capital Management reported no remaining iPower position as of Q4 2024 after selling out during the quarter.
  • Heron Bay Capital Management sold 141 iPower shares in Q4 2024, an estimated $61.3K.
  • Heron Bay Capital Management first reported a position in iPower in Q2 2024 and held it in 2 quarters.
  • Heron Bay Capital Management's iPower position peaked at $65.2K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held iPower as of Q4 2024.

Based on Heron Bay Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.