Selective Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-450	Closed	-$1K	–	783
2022 Q3	$1K	Hold	450	–	–	﹤0.01%	748
2022 Q2	$1K	Hold	450	–	–	﹤0.01%	742
2022 Q1	$2K	Hold	450	–	–	﹤0.01%	669
2021 Q4	$1K	Buy	+450	New	+$2.22K	﹤0.01%	653
2021 Q3	–	Sell	-450	Closed	-$3K	–	623
2021 Q2	$3K	Hold	450	–	–	﹤0.01%	448
2021 Q1	$4K	Hold	450	–	–	﹤0.01%	333
2020 Q4	$5K	Hold	450	–	–	﹤0.01%	297
2020 Q3	$2K	Hold	450	–	–	﹤0.01%	292
2020 Q2	$1K	Hold	450	–	–	﹤0.01%	412
2020 Q1	$1K	Hold	450	–	–	﹤0.01%	327
2019 Q4	$1K	Hold	450	–	–	﹤0.01%	321
2019 Q3	$2K	Buy	+450	New	+$2.94K	﹤0.01%	307
2018 Q3	$5K	Buy	+450	New	+$5.75K	0.06%	119

Other funds holding CGRN

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's CGRN Position: Q4 2022 in Review

Selective Wealth Management sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q4 2022, closing a stake of 450 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in CGRN in Q3 2018 and held it in 13 quarters. The position peaked at $5K in Q4 2020. 33 funds tracked by Wall St. Rank hold CGRN as of Q4 2022.

Selective Wealth Management reported no remaining Capstone Green Energy Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 450 Capstone Green Energy Corporation Common Stock shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in Capstone Green Energy Corporation Common Stock in Q3 2018 and held it in 13 quarters.
Selective Wealth Management's Capstone Green Energy Corporation Common Stock position peaked at $5K in Q4 2020.
33 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.