Sax Wealth Advisors’s Fluence Energy FLNC Stock Holding History

Sax Wealth Advisors’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	-10,588	Closed	-$184K	–	309
2024 Q2	$184K	Buy	+10,588	New	+$203K	0.02%	266

Other funds holding FLNC

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sax Wealth Advisors's FLNC Position: Q3 2024 in Review

Sax Wealth Advisors sold out of Fluence Energy (FLNC) in Q3 2024, closing a stake of 10,588 shares — an estimated $184K sold.

Sax Wealth Advisors first reported a position in FLNC in Q2 2024 and held it in 1 quarter. The position peaked at $184K in Q2 2024. 234 funds tracked by Wall St. Rank hold FLNC as of Q3 2024.

Sax Wealth Advisors reported no remaining Fluence Energy position as of Q3 2024 after selling out during the quarter.
Sax Wealth Advisors sold 10,588 Fluence Energy shares in Q3 2024, an estimated $184K.
Sax Wealth Advisors first reported a position in Fluence Energy in Q2 2024 and held it in 1 quarter.
Sax Wealth Advisors's Fluence Energy position peaked at $184K in Q2 2024.
234 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2024.

Based on Sax Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.