Mark Sheptoff Financial Planning’s FuelCell Energy FCEL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FCEL Stock Details FCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-50	Closed	-$4.17K	–	390
2022 Q4	$4.17K	Hold	50	–	–	﹤0.01%	320
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	289
2022 Q2	$6K	Hold	50	–	–	﹤0.01%	290
2022 Q1	$9K	Hold	50	–	–	﹤0.01%	302
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	336
2021 Q3	$10K	Buy	50 +17	+52%	+$3.38K	0.01%	305
2021 Q2	$9K	Buy	+33	New	+$9.64K	﹤0.01%	334
2020 Q2	–	Sell	-6	Closed	–	–	362
2020 Q1	$0	Hold	6	–	–	﹤0.01%	359
2019 Q4	$0	Hold	6	–	–	﹤0.01%	367
2019 Q3	$0	Sell	6 -2	-25%	-$24	﹤0.01%	366
2019 Q2	$0	Hold	8	–	–	﹤0.01%	355
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	337
2018 Q4	$2K	Hold	8	–	–	﹤0.01%	304
2018 Q3	$3K	Buy	+8	New	+$3.46K	﹤0.01%	332

Other funds holding FCEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mark Sheptoff Financial Planning's FCEL Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of FuelCell Energy (FCEL) in Q1 2023, closing a stake of 50 shares — an estimated $4.17K sold.

Mark Sheptoff Financial Planning first reported a position in FCEL in Q3 2018 and held it in 14 quarters. The position peaked at $10K in Q3 2021. 250 funds tracked by Wall St. Rank hold FCEL as of Q1 2023.

Mark Sheptoff Financial Planning reported no remaining FuelCell Energy position as of Q1 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 FuelCell Energy shares in Q1 2023, an estimated $4.17K.
Mark Sheptoff Financial Planning first reported a position in FuelCell Energy in Q3 2018 and held it in 14 quarters.
Mark Sheptoff Financial Planning's FuelCell Energy position peaked at $10K in Q3 2021.
250 funds tracked by Wall St. Rank held FuelCell Energy as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.