JP Morgan Private Wealth Advisors’s Plug Power PLUG Stock Holding History

JP Morgan Private 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 Q3	$322K	Sell	42,334 -10,615	-20%	-$104K	﹤0.01%	1444
2023 Q2	$550K	Sell	52,949 -59,082	-53%	-$538K	﹤0.01%	990
2023 Q1	$1.31M	Sell	112,031 -33,527	-23%	-$479K	﹤0.01%	1041
2022 Q4	$1.8M	Sell	145,558 -18,982	-12%	-$302K	﹤0.01%	892
2022 Q3	$3.46M	Buy	164,540 +24,775	+18%	+$591K	0.01%	664
2022 Q2	$2.32M	Buy	139,765 +14,084	+11%	+$279K	0.01%	796
2022 Q1	$3.6M	Sell	125,681 -3,273	-3%	-$78K	0.01%	702
2021 Q4	$3.64M	Buy	128,954 +77,817	+152%	+$2.69M	0.01%	706
2021 Q3	$1.31M	Buy	51,137 +36,657	+253%	+$982K	﹤0.01%	1084
2021 Q2	$495K	Buy	+14,480	New	+$420K	﹤0.01%	1483

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's PLUG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Plug Power (PLUG) stake by 20% in Q3 2023, selling an estimated $104K and leaving 42,334 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

JP Morgan Private Wealth Advisors first reported a position in PLUG in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.64M in Q4 2021. 515 funds tracked by Wall St. Rank hold PLUG as of Q3 2023.

JP Morgan Private Wealth Advisors held 42,334 shares of Plug Power worth $322K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 10,615 Plug Power shares in Q3 2023, an estimated $104K.
Plug Power made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1444 holding.
JP Morgan Private Wealth Advisors first reported a position in Plug Power in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Plug Power position peaked at $3.64M in Q4 2021.
515 funds tracked by Wall St. Rank held Plug Power as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.