NA
IPWR icon

NewEdge Advisors’s Ideal Power IPWR Stock Holding History

NewEdge Advisors’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-174
Closed -$1.82K – 3560
2023
Q1 		$1.82K Sell
174
-13,049
-99% -$152K ﹤0.01% 3058
2022
Q4 		$141 Buy
13,223
+57
+0.4% +$643 ﹤0.01% 3335
2022
Q3 		$136K Buy
+13,166
New +$162K ﹤0.01% 1409

Other funds holding IPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's IPWR Position: Q2 2023 in Review

NewEdge Advisors sold out of Ideal Power (IPWR) in Q2 2023, closing a stake of 174 shares — an estimated $1.82K sold.

NewEdge Advisors first reported a position in IPWR in Q3 2022 and held it in 3 quarters. The position peaked at $136K in Q3 2022. 26 funds tracked by Wall St. Rank hold IPWR as of Q2 2023.

  • NewEdge Advisors reported no remaining Ideal Power position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 174 Ideal Power shares in Q2 2023, an estimated $1.82K.
  • NewEdge Advisors first reported a position in Ideal Power in Q3 2022 and held it in 3 quarters.
  • NewEdge Advisors's Ideal Power position peaked at $136K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held Ideal Power as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.