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Meredith Wealth Planning’s Plug Power PLUG Stock Holding History

Meredith Wealth Planning’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,605
Closed -$80.6K – 49
2023
Q3 		$80.6K Hold
10,605
– – 0.06% 42
2023
Q2 		$110K Sell
10,605
-176
-2% -$1.6K 0.09% 39
2023
Q1 		$126K Buy
10,781
+176
+2% +$2.52K 0.1% 60
2022
Q4 		$131K Buy
+10,605
New +$169K 0.11% 60

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Meredith Wealth Planning's PLUG Position: Q4 2023 in Review

Meredith Wealth Planning sold out of Plug Power (PLUG) in Q4 2023, closing a stake of 10,605 shares — an estimated $80.6K sold.

Meredith Wealth Planning first reported a position in PLUG in Q4 2022 and held it in 4 quarters. The position peaked at $131K in Q4 2022. 488 funds tracked by Wall St. Rank hold PLUG as of Q4 2023.

  • Meredith Wealth Planning reported no remaining Plug Power position as of Q4 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 10,605 Plug Power shares in Q4 2023, an estimated $80.6K.
  • Meredith Wealth Planning first reported a position in Plug Power in Q4 2022 and held it in 4 quarters.
  • Meredith Wealth Planning's Plug Power position peaked at $131K in Q4 2022.
  • 488 funds tracked by Wall St. Rank held Plug Power as of Q4 2023.

Based on Meredith Wealth Planning's 13F filing for Q4 2023, filed 25 Jan 2024.