SF
CGRN

SBK Financial’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

SBK Financial’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,000
Closed -$10K – 133
2021
Q4 		$10K Buy
+3,000
New +$14.8K 0.01% 124

Other funds holding CGRN

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBK Financial's CGRN Position: Q1 2022 in Review

SBK Financial sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q1 2022, closing a stake of 3,000 shares — an estimated $10K sold.

SBK Financial first reported a position in CGRN in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 32 funds tracked by Wall St. Rank hold CGRN as of Q1 2022.

  • SBK Financial reported no remaining Capstone Green Energy Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 3,000 Capstone Green Energy Corporation Common Stock shares in Q1 2022, an estimated $10K.
  • SBK Financial first reported a position in Capstone Green Energy Corporation Common Stock in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Capstone Green Energy Corporation Common Stock position peaked at $10K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.