Pathstone Family Office’s Maxeon Solar Technologies MAXN Stock Holding History

Pathstone Family Office’s Portfolio MAXN Stock Details MAXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$236K	Buy	203 +40	+25%	+$76K	﹤0.01%	1417
2023 Q2	$460K	Sell	163 -3	-2%	-$8.59K	0.01%	789
2023 Q1	$442K	Sell	166 -7	-4%	-$14.9K	0.01%	753
2022 Q4	$278K	Sell	173 -1	-0.6%	-$1.98K	0.01%	953
2022 Q3	$414K	Sell	174 -3	-2%	-$5.54K	0.01%	763
2022 Q2	$235K	Sell	177 -75	-30%	-$92.9K	0.01%	890
2022 Q1	$365K	Hold	252	–	–	0.01%	675
2021 Q4	$351K	Buy	252 +6	+2%	+$11.1K	0.01%	666
2021 Q3	$433K	Buy	246 +25	+11%	+$42.7K	0.01%	566
2021 Q2	$473K	Buy	221 +114	+107%	+$214K	0.01%	486
2021 Q1	$337K	Buy	+107	New	+$408K	0.01%	452

Other funds holding MAXN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MAM

Maytree Asset Management Hong Kong $154M AUM 453.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Family Office's MAXN Position: Q3 2023 in Review

Pathstone Family Office increased its Maxeon Solar Technologies (MAXN) stake by 25% in Q3 2023, buying an estimated $76K and bringing the position to 203 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Pathstone Family Office first reported a position in MAXN in Q1 2021 and has held it in 11 quarters since. The position peaked at $473K in Q2 2021. 133 funds tracked by Wall St. Rank hold MAXN as of Q3 2023.

Pathstone Family Office held 203 shares of Maxeon Solar Technologies worth $236K as of Q3 2023.
Pathstone Family Office bought 40 Maxeon Solar Technologies shares in Q3 2023, an estimated $76K.
Maxeon Solar Technologies made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1417 holding.
Pathstone Family Office first reported a position in Maxeon Solar Technologies in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Maxeon Solar Technologies position peaked at $473K in Q2 2021.
133 funds tracked by Wall St. Rank held Maxeon Solar Technologies as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.