Legacy Financial Group (Iowa)
PPSI

Legacy Financial Group (Iowa)’s Pioneer Power Solutions PPSI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$3.13K – 390
2023
Q3 		$3.13K Buy
+500
New +$3.51K ﹤0.01% 431

Other funds holding PPSI

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SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PPSI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Pioneer Power Solutions (PPSI) in Q4 2023, closing a stake of 500 shares — an estimated $3.13K sold.

Legacy Financial Group (Iowa) first reported a position in PPSI in Q3 2023 and held it in 1 quarter. The position peaked at $3.13K in Q3 2023. 32 funds tracked by Wall St. Rank hold PPSI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Pioneer Power Solutions position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 500 Pioneer Power Solutions shares in Q4 2023, an estimated $3.13K.
  • Legacy Financial Group (Iowa) first reported a position in Pioneer Power Solutions in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Pioneer Power Solutions position peaked at $3.13K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.