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Old Point Trust & Financial Services N A’s Ideal Power IPWR Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-250
Closed -$2.23K – 436
2024
Q1 		$2.23K Buy
+250
New +$2.25K ﹤0.01% 427

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AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Old Point Trust & Financial Services N A's IPWR Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Ideal Power (IPWR) in Q2 2024, closing a stake of 250 shares — an estimated $2.23K sold.

Old Point Trust & Financial Services N A first reported a position in IPWR in Q1 2024 and held it in 1 quarter. The position peaked at $2.23K in Q1 2024. 22 funds tracked by Wall St. Rank hold IPWR as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Ideal Power position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Ideal Power shares in Q2 2024, an estimated $2.23K.
  • Old Point Trust & Financial Services N A first reported a position in Ideal Power in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Ideal Power position peaked at $2.23K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Ideal Power as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.