Lido Advisors’s Fluence Energy FLNC Stock Holding History

Lido Advisors’s Portfolio FLNC Stock Details FLNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,103	Closed	-$402K	–	1258
2023 Q2	$402K	Buy	+15,103	New	+$338K	﹤0.01%	802

Other funds holding FLNC

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

SPT

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lido Advisors's FLNC Position: Q3 2023 in Review

Lido Advisors sold out of Fluence Energy (FLNC) in Q3 2023, closing a stake of 15,103 shares — an estimated $402K sold.

Lido Advisors first reported a position in FLNC in Q2 2023 and held it in 1 quarter. The position peaked at $402K in Q2 2023. 189 funds tracked by Wall St. Rank hold FLNC as of Q3 2023.

Lido Advisors reported no remaining Fluence Energy position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 15,103 Fluence Energy shares in Q3 2023, an estimated $402K.
Lido Advisors first reported a position in Fluence Energy in Q2 2023 and held it in 1 quarter.
Lido Advisors's Fluence Energy position peaked at $402K in Q2 2023.
189 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.