PFGIA
SOL

Patriot Financial Group Insurance Agency’s Emeren Group SOL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SOL Stock Details SOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19
Closed – – 1734
2022
Q2 		$0 Hold
19
– – ﹤0.01% 2162
2022
Q1 		$0 Sell
19
-33
-63% -$195 ﹤0.01% 2230
2021
Q4 		$0 Hold
52
– – ﹤0.01% 2249
2021
Q3 		$0 Hold
52
– – ﹤0.01% 2235
2021
Q2 		$0 Hold
52
– – ﹤0.01% 2154
2021
Q1 		$1K Sell
52
-291
-85% -$5.31K ﹤0.01% 1926
2020
Q4 		$4K Hold
343
– – ﹤0.01% 1504
2020
Q3 		$1K Buy
+343
New +$589 ﹤0.01% 1605

Other funds holding SOL

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SOL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Emeren Group (SOL) in Q3 2022, closing a stake of 19 shares.

Patriot Financial Group Insurance Agency first reported a position in SOL in Q3 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 61 funds tracked by Wall St. Rank hold SOL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Emeren Group position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19 Emeren Group shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Emeren Group in Q3 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Emeren Group position peaked at $4K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held Emeren Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.