MWM
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Mosley Wealth Management’s Plug Power PLUG Stock Holding History

Mosley Wealth Management’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
2024
Q3 		– Sell
-35,557
Closed -$82.8K – 119
2024
Q2 		$82.8K Buy
35,557
+25,496
+253% +$73K 0.07% 101
2024
Q1 		$34.6K Buy
+10,061
New +$37.4K 0.03% 95

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mosley Wealth Management's PLUG Position: Q3 2024 in Review

Mosley Wealth Management sold out of Plug Power (PLUG) in Q3 2024, closing a stake of 35,557 shares — an estimated $82.8K sold.

Mosley Wealth Management first reported a position in PLUG in Q1 2024 and held it in 2 quarters. The position peaked at $82.8K in Q2 2024. 438 funds tracked by Wall St. Rank hold PLUG as of Q3 2024.

  • Mosley Wealth Management reported no remaining Plug Power position as of Q3 2024 after selling out during the quarter.
  • Mosley Wealth Management sold 35,557 Plug Power shares in Q3 2024, an estimated $82.8K.
  • Mosley Wealth Management first reported a position in Plug Power in Q1 2024 and held it in 2 quarters.
  • Mosley Wealth Management's Plug Power position peaked at $82.8K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Plug Power as of Q3 2024.

Based on Mosley Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.