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Redwood Wealth Management Group’s Fluence Energy FLNC Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-5,405
Closed -$93.7K – 482
2024
Q2 		$93.7K Buy
+5,405
New +$104K 0.07% 211

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Redwood Wealth Management Group's FLNC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Fluence Energy (FLNC) in Q3 2024, closing a stake of 5,405 shares — an estimated $93.7K sold.

Redwood Wealth Management Group first reported a position in FLNC in Q2 2024 and held it in 1 quarter. The position peaked at $93.7K in Q2 2024. 234 funds tracked by Wall St. Rank hold FLNC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Fluence Energy position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5,405 Fluence Energy shares in Q3 2024, an estimated $93.7K.
  • Redwood Wealth Management Group first reported a position in Fluence Energy in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Fluence Energy position peaked at $93.7K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.