Legacy Advisory Services’s Solid Power SLDP Stock Holding History

Legacy Advisory Services’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,000	Closed	-$29K	–	48
2023 Q4	$29K	Buy	+20,000	New	+$30K	0.03%	46

Other funds holding SLDP

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

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

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Advisory Services's SLDP Position: Q1 2024 in Review

Legacy Advisory Services sold out of Solid Power (SLDP) in Q1 2024, closing a stake of 20,000 shares — an estimated $29K sold.

Legacy Advisory Services first reported a position in SLDP in Q4 2023 and held it in 1 quarter. The position peaked at $29K in Q4 2023. 133 funds tracked by Wall St. Rank hold SLDP as of Q1 2024.

Legacy Advisory Services reported no remaining Solid Power position as of Q1 2024 after selling out during the quarter.
Legacy Advisory Services sold 20,000 Solid Power shares in Q1 2024, an estimated $29K.
Legacy Advisory Services first reported a position in Solid Power in Q4 2023 and held it in 1 quarter.
Legacy Advisory Services's Solid Power position peaked at $29K in Q4 2023.
133 funds tracked by Wall St. Rank held Solid Power as of Q1 2024.

Based on Legacy Advisory Services's 13F filing for Q1 2024, filed 17 Oct 2025.