JPLA
SPI

Joseph P. Lucia & Associates’s SPI Energy Co., Ltd. Ordinary Shares SPI Stock Holding History

Joseph P. Lucia & Associates’s Portfolio SPI Stock Details SPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1
Closed – – 479
2022
Q2 		$0 Hold
1
– – ﹤0.01% 528
2022
Q1 		$0 Buy
+1
New +$3 ﹤0.01% 483
2021
Q4 		– Sell
-1
Closed – – 604
2021
Q3 		$0 Hold
1
– – ﹤0.01% 639
2021
Q2 		$0 Hold
1
– – ﹤0.01% 646
2021
Q1 		$0 Buy
+1
New +$9 ﹤0.01% 635

Other funds holding SPI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

Joseph P. Lucia & Associates's SPI Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of SPI Energy Co., Ltd. Ordinary Shares (SPI) in Q3 2022, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in SPI in Q1 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 16 funds tracked by Wall St. Rank hold SPI as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining SPI Energy Co., Ltd. Ordinary Shares position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 SPI Energy Co., Ltd. Ordinary Shares share in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in SPI Energy Co., Ltd. Ordinary Shares in Q1 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's SPI Energy Co., Ltd. Ordinary Shares position peaked at $0 in Q2 2022.
  • 16 funds tracked by Wall St. Rank held SPI Energy Co., Ltd. Ordinary Shares as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.