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Retirement Financial Solutions’s Solid Power SLDP Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-210
Closed -$533 – 209
2022
Q4 		$533 Buy
+210
New +$898 ﹤0.01% 265

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KL
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Retirement Financial Solutions's SLDP Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Solid Power (SLDP) in Q1 2023, closing a stake of 210 shares — an estimated $533 sold.

Retirement Financial Solutions first reported a position in SLDP in Q4 2022 and held it in 1 quarter. The position peaked at $533 in Q4 2022. 154 funds tracked by Wall St. Rank hold SLDP as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Solid Power position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 210 Solid Power shares in Q1 2023, an estimated $533.
  • Retirement Financial Solutions first reported a position in Solid Power in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Solid Power position peaked at $533 in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Solid Power as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.