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Moneta Group Investment Advisors’s Solid Power SLDP Stock Holding History

Moneta Group Investment Advisors’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,219
Closed -$30.7K – 578
2023
Q3 		$30.7K Hold
15,219
– – ﹤0.01% 518
2023
Q2 		$38.7K Hold
15,219
– – ﹤0.01% 535
2023
Q1 		$45.8K Buy
+15,219
New +$45.9K ﹤0.01% 524

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's SLDP Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Solid Power (SLDP) in Q4 2023, closing a stake of 15,219 shares — an estimated $30.7K sold.

Moneta Group Investment Advisors first reported a position in SLDP in Q1 2023 and held it in 3 quarters. The position peaked at $45.8K in Q1 2023. 137 funds tracked by Wall St. Rank hold SLDP as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Solid Power position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 15,219 Solid Power shares in Q4 2023, an estimated $30.7K.
  • Moneta Group Investment Advisors first reported a position in Solid Power in Q1 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Solid Power position peaked at $45.8K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Solid Power as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.