Level Financial Advisors’s Plug Power PLUG Stock Holding History

Level Financial 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 Q1	–	Sell	-292	Closed	-$1.31K	–	204
2023 Q4	$1.31K	Sell	292 -100	-26%	-$524	﹤0.01%	252
2023 Q3	$2.98K	Hold	392	–	–	﹤0.01%	237
2023 Q2	$4.07K	Hold	392	–	–	﹤0.01%	227
2023 Q1	$4.59K	Hold	392	–	–	﹤0.01%	192
2022 Q4	$5K	Hold	392	–	–	﹤0.01%	191
2022 Q3	$8K	Sell	392 -37	-9%	-$882	0.01%	177
2022 Q2	$7K	Buy	429 +37	+9%	+$734	0.01%	198
2022 Q1	$11K	Hold	392	–	–	0.01%	152
2021 Q4	$11K	Buy	+392	New	+$13.6K	0.01%	173

Other funds holding PLUG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Level Financial Advisors's PLUG Position: Q1 2024 in Review

Level Financial Advisors sold out of Plug Power (PLUG) in Q1 2024, closing a stake of 292 shares — an estimated $1.31K sold.

Level Financial Advisors first reported a position in PLUG in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 474 funds tracked by Wall St. Rank hold PLUG as of Q1 2024.

Level Financial Advisors reported no remaining Plug Power position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 292 Plug Power shares in Q1 2024, an estimated $1.31K.
Level Financial Advisors first reported a position in Plug Power in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Plug Power position peaked at $11K in Q1 2022.
474 funds tracked by Wall St. Rank held Plug Power as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.