LA
VEEE icon

LexAurum Advisors’s Twin Vee PowerCats VEEE Stock Holding History

LexAurum Advisors’s Portfolio VEEE Stock Details VEEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-41
Closed -$21.3K – 325
2023
Q4 		$21.3K Buy
+41
New +$20.8K 0.01% 296

Other funds holding VEEE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LexAurum Advisors's VEEE Position: Q1 2024 in Review

LexAurum Advisors sold out of Twin Vee PowerCats (VEEE) in Q1 2024, closing a stake of 41 shares — an estimated $21.3K sold.

LexAurum Advisors first reported a position in VEEE in Q4 2023 and held it in 1 quarter. The position peaked at $21.3K in Q4 2023. 12 funds tracked by Wall St. Rank hold VEEE as of Q1 2024.

  • LexAurum Advisors reported no remaining Twin Vee PowerCats position as of Q1 2024 after selling out during the quarter.
  • LexAurum Advisors sold 41 Twin Vee PowerCats shares in Q1 2024, an estimated $21.3K.
  • LexAurum Advisors first reported a position in Twin Vee PowerCats in Q4 2023 and held it in 1 quarter.
  • LexAurum Advisors's Twin Vee PowerCats position peaked at $21.3K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.