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Simplicity Solutions’s Energy Focus EFOI Stock Holding History

Simplicity Solutions’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,703
Closed -$14.5K – 1093
2023
Q1 		$14.5K Buy
+3,703
New +$14.8K ﹤0.01% 1151

Other funds holding EFOI

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's EFOI Position: Q2 2023 in Review

Simplicity Solutions sold out of Energy Focus (EFOI) in Q2 2023, closing a stake of 3,703 shares — an estimated $14.5K sold.

Simplicity Solutions first reported a position in EFOI in Q1 2023 and held it in 1 quarter. The position peaked at $14.5K in Q1 2023. 9 funds tracked by Wall St. Rank hold EFOI as of Q2 2023.

  • Simplicity Solutions reported no remaining Energy Focus position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 3,703 Energy Focus shares in Q2 2023, an estimated $14.5K.
  • Simplicity Solutions first reported a position in Energy Focus in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Energy Focus position peaked at $14.5K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Energy Focus as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.