Independent Wealth Network’s Solid Power SLDP Stock Holding History

Independent Wealth Network’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12,000	Closed	-$104K	–	210
2022 Q1	$104K	Buy	+12,000	New	+$93.1K	0.07%	196

Other funds holding SLDP

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Wealth Network's SLDP Position: Q2 2022 in Review

Independent Wealth Network sold out of Solid Power (SLDP) in Q2 2022, closing a stake of 12,000 shares — an estimated $104K sold.

Independent Wealth Network first reported a position in SLDP in Q1 2022 and held it in 1 quarter. The position peaked at $104K in Q1 2022. 120 funds tracked by Wall St. Rank hold SLDP as of Q2 2022.

Independent Wealth Network reported no remaining Solid Power position as of Q2 2022 after selling out during the quarter.
Independent Wealth Network sold 12,000 Solid Power shares in Q2 2022, an estimated $104K.
Independent Wealth Network first reported a position in Solid Power in Q1 2022 and held it in 1 quarter.
Independent Wealth Network's Solid Power position peaked at $104K in Q1 2022.
120 funds tracked by Wall St. Rank held Solid Power as of Q2 2022.

Based on Independent Wealth Network's 13F filing for Q2 2022, filed 26 Jul 2022.