Key Client Fiduciary Advisors’s Plug Power PLUG Stock Holding History

Key Client Fiduciary 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
2024 Q2	–	Sell	-15,318	Closed	-$52.7K	–	197
2024 Q1	$52.7K	Sell	15,318 -1,644	-10%	-$6.11K	0.03%	181
2023 Q4	$76.3K	Sell	16,962 -14	-0.1%	-$73	0.04%	169
2023 Q3	$129K	Buy	16,976 +1,000	+6%	+$9.77K	0.08%	164
2023 Q2	$166K	Sell	15,976 -2,850	-15%	-$25.9K	0.1%	169
2023 Q1	$221K	Buy	18,826 +400	+2%	+$5.72K	0.14%	152
2022 Q4	$228K	Buy	+18,426	New	+$293K	0.15%	136

Other funds holding PLUG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Key Client Fiduciary Advisors's PLUG Position: Q2 2024 in Review

Key Client Fiduciary Advisors sold out of Plug Power (PLUG) in Q2 2024, closing a stake of 15,318 shares — an estimated $52.7K sold.

Key Client Fiduciary Advisors first reported a position in PLUG in Q4 2022 and held it in 6 quarters. The position peaked at $228K in Q4 2022. 458 funds tracked by Wall St. Rank hold PLUG as of Q2 2024.

Key Client Fiduciary Advisors reported no remaining Plug Power position as of Q2 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 15,318 Plug Power shares in Q2 2024, an estimated $52.7K.
Key Client Fiduciary Advisors first reported a position in Plug Power in Q4 2022 and held it in 6 quarters.
Key Client Fiduciary Advisors's Plug Power position peaked at $228K in Q4 2022.
458 funds tracked by Wall St. Rank held Plug Power as of Q2 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.