SPC
PPSI

Sigma Planning Corp’s Pioneer Power Solutions PPSI Stock Holding History

Sigma Planning Corp’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,000
Closed -$43K – 1445
2021
Q3 		$43K Sell
13,000
-2,720
-17% -$10.6K ﹤0.01% 1355
2021
Q2 		$73K Buy
+15,720
New +$65.2K ﹤0.01% 1380

Other funds holding PPSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Sigma Planning Corp's PPSI Position: Q4 2021 in Review

Sigma Planning Corp sold out of Pioneer Power Solutions (PPSI) in Q4 2021, closing a stake of 13,000 shares — an estimated $43K sold.

Sigma Planning Corp first reported a position in PPSI in Q2 2021 and held it in 2 quarters. The position peaked at $73K in Q2 2021. 13 funds tracked by Wall St. Rank hold PPSI as of Q4 2021.

  • Sigma Planning Corp reported no remaining Pioneer Power Solutions position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 13,000 Pioneer Power Solutions shares in Q4 2021, an estimated $43K.
  • Sigma Planning Corp first reported a position in Pioneer Power Solutions in Q2 2021 and held it in 2 quarters.
  • Sigma Planning Corp's Pioneer Power Solutions position peaked at $73K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.