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NewEdge Advisors’s iPower IPW Stock Holding History

NewEdge Advisors’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$560 – 3788
2022
Q4 		$560 Buy
+6
New +$772 ﹤0.01% 3149

Other funds holding IPW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's IPW Position: Q1 2023 in Review

NewEdge Advisors sold out of iPower (IPW) in Q1 2023, closing a stake of 6 shares — an estimated $560 sold.

NewEdge Advisors first reported a position in IPW in Q4 2022 and held it in 1 quarter. The position peaked at $560 in Q4 2022. 6 funds tracked by Wall St. Rank hold IPW as of Q1 2023.

  • NewEdge Advisors reported no remaining iPower position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 6 iPower shares in Q1 2023, an estimated $560.
  • NewEdge Advisors first reported a position in iPower in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's iPower position peaked at $560 in Q4 2022.
  • 6 funds tracked by Wall St. Rank held iPower as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.