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PFG Private Wealth Management’s Solid Power SLDP Stock Holding History

PFG Private Wealth Management’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$1.65K – 255
2024
Q2 		$1.65K Buy
+1,000
New +$1.73K ﹤0.01% 206

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PFG Private Wealth Management's SLDP Position: Q3 2024 in Review

PFG Private Wealth Management sold out of Solid Power (SLDP) in Q3 2024, closing a stake of 1,000 shares — an estimated $1.65K sold.

PFG Private Wealth Management first reported a position in SLDP in Q2 2024 and held it in 1 quarter. The position peaked at $1.65K in Q2 2024. 138 funds tracked by Wall St. Rank hold SLDP as of Q3 2024.

  • PFG Private Wealth Management reported no remaining Solid Power position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,000 Solid Power shares in Q3 2024, an estimated $1.65K.
  • PFG Private Wealth Management first reported a position in Solid Power in Q2 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Solid Power position peaked at $1.65K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Solid Power as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.