Level Financial Advisors’s Solid Power SLDP Stock Holding History

Level Financial Advisors’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	-75	Closed	-$109	–	228
2023 Q4	$109	Buy	+75	New	+$112	﹤0.01%	270

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

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

Level Financial Advisors sold out of Solid Power (SLDP) in Q1 2024, closing a stake of 75 shares — an estimated $109 sold.

Level Financial Advisors first reported a position in SLDP in Q4 2023 and held it in 1 quarter. The position peaked at $109 in Q4 2023. 133 funds tracked by Wall St. Rank hold SLDP as of Q1 2024.

Level Financial Advisors reported no remaining Solid Power position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 75 Solid Power shares in Q1 2024, an estimated $109.
Level Financial Advisors first reported a position in Solid Power in Q4 2023 and held it in 1 quarter.
Level Financial Advisors's Solid Power position peaked at $109 in Q4 2023.
133 funds tracked by Wall St. Rank held Solid Power as of Q1 2024.

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