IWC
SPWR

Integrated Wealth Concepts’s SunPower Corporation Common Stock SPWR Stock Holding History

Integrated Wealth Concepts’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,449
Closed -$102K – 1742
2024
Q2 		$102K Hold
34,449
– – ﹤0.01% 1578
2024
Q1 		$103K Buy
34,449
+2,959
+9% +$9.74K ﹤0.01% 1579
2023
Q4 		$152K Buy
31,490
+1,690
+6% +$8.07K ﹤0.01% 1500
2023
Q3 		$184K Buy
29,800
+6,624
+29% +$54.6K ﹤0.01% 1427
2023
Q2 		$227K Buy
+23,176
New +$271K ﹤0.01% 1357

Other funds holding SPWR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Integrated Wealth Concepts's SPWR Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of SunPower Corporation Common Stock (SPWR) in Q3 2024, closing a stake of 34,449 shares — an estimated $102K sold.

Integrated Wealth Concepts first reported a position in SPWR in Q2 2023 and held it in 5 quarters. The position peaked at $227K in Q2 2023. 18 funds tracked by Wall St. Rank hold SPWR as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining SunPower Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 34,449 SunPower Corporation Common Stock shares in Q3 2024, an estimated $102K.
  • Integrated Wealth Concepts first reported a position in SunPower Corporation Common Stock in Q2 2023 and held it in 5 quarters.
  • Integrated Wealth Concepts's SunPower Corporation Common Stock position peaked at $227K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.