Jim Simons’s Ideal Power IPWR Stock Holding History

Jim Simons’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 Q1	–	Sell	-35,900	Closed	-$293K	–	3498
2020 Q4	$293K	Buy	35,900 +23,700	+194%	+$169K	﹤0.01%	3044
2020 Q3	$76K	Buy	+12,200	New	+$81.8K	﹤0.01%	3247

Other funds holding IPWR

AIC

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jim Simons's IPWR Position: Q1 2021 in Review

Jim Simons sold out of Ideal Power (IPWR) in Q1 2021, closing a stake of 35,900 shares — an estimated $293K sold.

Jim Simons first reported a position in IPWR in Q3 2020 and held it in 2 quarters. The position peaked at $293K in Q4 2020. 17 funds tracked by Wall St. Rank hold IPWR as of Q1 2021.

Jim Simons reported no remaining Ideal Power position as of Q1 2021 after selling out during the quarter.
Jim Simons sold 35,900 Ideal Power shares in Q1 2021, an estimated $293K.
Jim Simons first reported a position in Ideal Power in Q3 2020 and held it in 2 quarters.
Jim Simons's Ideal Power position peaked at $293K in Q4 2020.
17 funds tracked by Wall St. Rank held Ideal Power as of Q1 2021.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.