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Liberty Wealth Management’s Portland General Electric POR Stock Holding History

Liberty Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-937
Closed -$44K – 852
2021
Q3 		$44K Buy
937
+9
+1% +$443 0.02% 451
2021
Q2 		$43K Buy
+928
New +$45.6K 0.02% 353
2020
Q1 		– Sell
-47
Closed -$3K – 961
2019
Q4 		$3K Buy
+47
New +$2.63K ﹤0.01% 733
2019
Q3 		– Sell
-1,085
Closed -$59K – 947
2019
Q2 		$59K Buy
+1,085
New +$57.4K 0.05% 224

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Liberty Wealth Management's POR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Portland General Electric (POR) in Q4 2021, closing a stake of 937 shares — an estimated $44K sold.

Liberty Wealth Management first reported a position in POR in Q2 2019 and held it in 4 quarters. The position peaked at $59K in Q2 2019. 325 funds tracked by Wall St. Rank hold POR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Portland General Electric position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 937 Portland General Electric shares in Q4 2021, an estimated $44K.
  • Liberty Wealth Management first reported a position in Portland General Electric in Q2 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Portland General Electric position peaked at $59K in Q2 2019.
  • 325 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.