IVC Wealth Advisors’s Plug Power PLUG Stock Holding History

IVC Wealth Advisors’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,765	Closed	-$97K	–	171
2023 Q3	$97K	Buy	12,765 +790	+7%	+$7.72K	0.06%	149
2023 Q2	$124K	Buy	+11,975	New	+$109K	0.08%	155
2022 Q2	–	Sell	-7,700	Closed	-$220K	–	145
2022 Q1	$220K	Buy	+7,700	New	+$184K	0.14%	138

Other funds holding PLUG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

IVC Wealth Advisors's PLUG Position: Q4 2023 in Review

IVC Wealth Advisors sold out of Plug Power (PLUG) in Q4 2023, closing a stake of 12,765 shares — an estimated $97K sold.

IVC Wealth Advisors first reported a position in PLUG in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2022. 488 funds tracked by Wall St. Rank hold PLUG as of Q4 2023.

IVC Wealth Advisors reported no remaining Plug Power position as of Q4 2023 after selling out during the quarter.
IVC Wealth Advisors sold 12,765 Plug Power shares in Q4 2023, an estimated $97K.
IVC Wealth Advisors first reported a position in Plug Power in Q1 2022 and held it in 3 quarters.
IVC Wealth Advisors's Plug Power position peaked at $220K in Q1 2022.
488 funds tracked by Wall St. Rank held Plug Power as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.