Koshinski Asset Management
IPWR icon

Koshinski Asset Management’s Ideal Power IPWR Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-1,100
Closed -$9.68K – 1282
2022
Q1 		$9.68K Sell
1,100
-500
-31% -$4.46K ﹤0.01% 1619
2021
Q4 		$19.3K Hold
1,600
– – ﹤0.01% 1459
2021
Q3 		$24.4K Buy
+1,600
New +$23.9K ﹤0.01% 1383

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Koshinski Asset Management's IPWR Position: Q2 2022 in Review

Koshinski Asset Management sold out of Ideal Power (IPWR) in Q2 2022, closing a stake of 1,100 shares — an estimated $9.68K sold.

Koshinski Asset Management first reported a position in IPWR in Q3 2021 and held it in 3 quarters. The position peaked at $24.4K in Q3 2021. 19 funds tracked by Wall St. Rank hold IPWR as of Q2 2022.

  • Koshinski Asset Management reported no remaining Ideal Power position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,100 Ideal Power shares in Q2 2022, an estimated $9.68K.
  • Koshinski Asset Management first reported a position in Ideal Power in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Ideal Power position peaked at $24.4K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Ideal Power as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.