SageView Advisory Group’s Fluence Energy FLNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,500
Closed -$206K 593
2024
Q1
$206K Buy
+4,500
New +$82.3K 0.01% 508

Other funds holding FLNC

SageView Advisory Group's FLNC Position: Q2 2024 in Review

SageView Advisory Group sold out of Fluence Energy (FLNC) in Q2 2024, closing a stake of 4,500 shares — an estimated $206K sold.

SageView Advisory Group first reported a position in FLNC in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 224 funds tracked by Wall St. Rank hold FLNC as of Q2 2024.

  • SageView Advisory Group reported no remaining Fluence Energy position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 4,500 Fluence Energy shares in Q2 2024, an estimated $206K.
  • SageView Advisory Group first reported a position in Fluence Energy in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Fluence Energy position peaked at $206K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.