Northeast Financial Consultants’s Twin Vee PowerCats VEEE Stock Holding History

Northeast Financial Consultants’s Portfolio VEEE Stock Details VEEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-131	Closed	-$82.2K	–	327
2023 Q1	$82.2K	Hold	131	–	–	0.01%	307
2022 Q4	$88.7K	Hold	131	–	–	0.01%	311
2022 Q3	$118K	Sell	131 -131	-50%	-$190K	0.01%	322
2022 Q2	$261K	Hold	262	–	–	0.02%	273
2022 Q1	$404K	Buy	262 +108	+70%	+$143K	0.02%	258
2021 Q4	$229K	Buy	+154	New	+$210K	0.01%	320

Other funds holding VEEE

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northeast Financial Consultants's VEEE Position: Q2 2023 in Review

Northeast Financial Consultants sold out of Twin Vee PowerCats (VEEE) in Q2 2023, closing a stake of 131 shares — an estimated $82.2K sold.

Northeast Financial Consultants first reported a position in VEEE in Q4 2021 and held it in 6 quarters. The position peaked at $404K in Q1 2022. 11 funds tracked by Wall St. Rank hold VEEE as of Q2 2023.

Northeast Financial Consultants reported no remaining Twin Vee PowerCats position as of Q2 2023 after selling out during the quarter.
Northeast Financial Consultants sold 131 Twin Vee PowerCats shares in Q2 2023, an estimated $82.2K.
Northeast Financial Consultants first reported a position in Twin Vee PowerCats in Q4 2021 and held it in 6 quarters.
Northeast Financial Consultants's Twin Vee PowerCats position peaked at $404K in Q1 2022.
11 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.