Insight Advisors’s Ideal Power IPWR Stock Holding History

Insight Advisors’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-92,350	Closed	-$873K	–	325
2021 Q1	$873K	Buy	+92,350	New	+$1.4M	0.28%	103

Other funds holding IPWR

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return

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

Insight Advisors's IPWR Position: Q2 2021 in Review

Insight Advisors sold out of Ideal Power (IPWR) in Q2 2021, closing a stake of 92,350 shares — an estimated $873K sold.

Insight Advisors first reported a position in IPWR in Q1 2021 and held it in 1 quarter. The position peaked at $873K in Q1 2021. 15 funds tracked by Wall St. Rank hold IPWR as of Q2 2021.

Insight Advisors reported no remaining Ideal Power position as of Q2 2021 after selling out during the quarter.
Insight Advisors sold 92,350 Ideal Power shares in Q2 2021, an estimated $873K.
Insight Advisors first reported a position in Ideal Power in Q1 2021 and held it in 1 quarter.
Insight Advisors's Ideal Power position peaked at $873K in Q1 2021.
15 funds tracked by Wall St. Rank held Ideal Power as of Q2 2021.

Based on Insight Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.