IFP Advisors’s Clean Energy Technologies CETY Stock Holding History

IFP Advisors’s Portfolio CETY Stock Details CETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$56	–	3091
2023 Q3	$56	Buy	+2	New	+$47	﹤0.01%	3231

Other funds holding CETY

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's CETY Position: Q4 2023 in Review

IFP Advisors sold out of Clean Energy Technologies (CETY) in Q4 2023, closing a stake of 2 shares — an estimated $56 sold.

IFP Advisors first reported a position in CETY in Q3 2023 and held it in 1 quarter. The position peaked at $56 in Q3 2023. 10 funds tracked by Wall St. Rank hold CETY as of Q4 2023.

IFP Advisors reported no remaining Clean Energy Technologies position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 2 Clean Energy Technologies shares in Q4 2023, an estimated $56.
IFP Advisors first reported a position in Clean Energy Technologies in Q3 2023 and held it in 1 quarter.
IFP Advisors's Clean Energy Technologies position peaked at $56 in Q3 2023.
10 funds tracked by Wall St. Rank held Clean Energy Technologies as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.