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Oliver Lagore Vanvalin Investment Group’s Fluence Energy FLNC Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FLNC Stock Details FLNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$5.33K – 864
2023
Q2 		$5.33K Sell
200
-50
-20% -$1.12K ﹤0.01% 559
2023
Q1 		$5.06K Buy
250
+100
+67% +$1.99K ﹤0.01% 480
2022
Q4 		$2.57K Buy
+150
New +$2.36K ﹤0.01% 533

Other funds holding FLNC

S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FLNC Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Fluence Energy (FLNC) in Q3 2023, closing a stake of 200 shares — an estimated $5.33K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FLNC in Q4 2022 and held it in 3 quarters. The position peaked at $5.33K in Q2 2023. 189 funds tracked by Wall St. Rank hold FLNC as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Fluence Energy position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 200 Fluence Energy shares in Q3 2023, an estimated $5.33K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fluence Energy in Q4 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Fluence Energy position peaked at $5.33K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.