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Plante Moran Financial Advisors’s Portland General Electric POR Stock Holding History

Plante Moran Financial Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23
Closed -$1K – 1025
2022
Q2 		$1K Buy
+23
New +$1.15K ﹤0.01% 934
2017
Q1 		– Sell
-85
Closed -$4K – 995
2016
Q4 		$4K Hold
85
– – ﹤0.01% 766
2016
Q3 		$4K Hold
85
– – ﹤0.01% 748
2016
Q2 		$4K Buy
85
+15
+21% +$612 ﹤0.01% 688
2016
Q1 		$3K Buy
+70
New +$2.68K ﹤0.01% 664

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's POR Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Portland General Electric (POR) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in POR in Q1 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 362 funds tracked by Wall St. Rank hold POR as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Portland General Electric position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 23 Portland General Electric shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Portland General Electric in Q1 2016 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Portland General Electric position peaked at $4K in Q4 2016.
  • 362 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.