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Lee Financial’s Plug Power PLUG Stock Holding History

Lee Financial’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
Q1 		– Sell
-103
Closed -$1.27K – 924
2022
Q4 		$1.27K Sell
103
-59
-36% -$939 ﹤0.01% 757
2022
Q3 		$4K Hold
162
– – ﹤0.01% 588
2022
Q2 		$2K Hold
162
– – ﹤0.01% 719
2022
Q1 		$4K Sell
162
-5
-3% -$119 ﹤0.01% 543
2021
Q4 		$5K Buy
167
+5
+3% +$173 ﹤0.01% 604
2021
Q3 		$4K Buy
162
+77
+91% +$2.06K ﹤0.01% 521
2021
Q2 		$3K Hold
85
– – ﹤0.01% 523
2021
Q1 		$3K Buy
+85
New +$4.38K ﹤0.01% 449

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Lee Financial's PLUG Position: Q1 2023 in Review

Lee Financial sold out of Plug Power (PLUG) in Q1 2023, closing a stake of 103 shares — an estimated $1.27K sold.

Lee Financial first reported a position in PLUG in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 559 funds tracked by Wall St. Rank hold PLUG as of Q1 2023.

  • Lee Financial reported no remaining Plug Power position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 103 Plug Power shares in Q1 2023, an estimated $1.27K.
  • Lee Financial first reported a position in Plug Power in Q1 2021 and held it in 8 quarters.
  • Lee Financial's Plug Power position peaked at $5K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Plug Power as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.