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McClarren Financial Advisors’s Portland General Electric POR Stock Holding History

McClarren Financial Advisors’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
2023
Q2 		– Sell
-3
Closed – – 436
2023
Q1 		$0 Hold
3
– – ﹤0.01% 433
2022
Q4 		$0 Buy
+3
New +$139 ﹤0.01% 441

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McClarren Financial Advisors's POR Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Portland General Electric (POR) in Q2 2023, closing a stake of 3 shares.

McClarren Financial Advisors first reported a position in POR in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 369 funds tracked by Wall St. Rank hold POR as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Portland General Electric position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 3 Portland General Electric shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Portland General Electric in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Portland General Electric position peaked at $0 in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.