Lyell Wealth Management’s Westport Fuel Systems WPRT Stock Holding History

Lyell Wealth Management’s Portfolio WPRT Stock Details WPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,450	Closed	-$61.4K	–	202
2023 Q1	$61.4K	Hold	6,450	–	–	0.01%	199
2022 Q4	$50K	Hold	6,450	–	–	0.01%	186
2022 Q3	$56K	Hold	6,450	–	–	0.01%	186
2022 Q2	$65K	Hold	6,450	–	–	0.01%	191
2022 Q1	$102K	Hold	6,450	–	–	0.01%	195
2021 Q4	$153K	Sell	6,450 -40	-0.6%	-$1.14K	0.02%	185
2021 Q3	$214K	Hold	6,490	–	–	0.03%	171
2021 Q2	$345K	Sell	6,490 -2,400	-27%	-$145K	0.04%	158
2021 Q1	$639K	Hold	8,890	–	–	0.09%	118
2020 Q4	$474K	Buy	8,890 +2,440	+38%	+$76.7K	0.08%	116
2020 Q3	$105K	Buy	+6,450	New	+$106K	0.02%	134

Other funds holding WPRT

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TMC

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lyell Wealth Management's WPRT Position: Q2 2023 in Review

Lyell Wealth Management sold out of Westport Fuel Systems (WPRT) in Q2 2023, closing a stake of 6,450 shares — an estimated $61.4K sold.

Lyell Wealth Management first reported a position in WPRT in Q3 2020 and held it in 11 quarters. The position peaked at $639K in Q1 2021. 56 funds tracked by Wall St. Rank hold WPRT as of Q2 2023.

Lyell Wealth Management reported no remaining Westport Fuel Systems position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 6,450 Westport Fuel Systems shares in Q2 2023, an estimated $61.4K.
Lyell Wealth Management first reported a position in Westport Fuel Systems in Q3 2020 and held it in 11 quarters.
Lyell Wealth Management's Westport Fuel Systems position peaked at $639K in Q1 2021.
56 funds tracked by Wall St. Rank held Westport Fuel Systems as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.