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Summit Place Financial Advisors’s Ideal Power IPWR Stock Holding History

Summit Place Financial Advisors’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$104K – 87
2022
Q3 		$104K Hold
10,000
– – 0.1% 88
2022
Q2 		$122K Hold
10,000
– – 0.1% 100
2022
Q1 		$88K Hold
10,000
– – 0.06% 106
2021
Q4 		$121K Hold
10,000
– – 0.08% 100
2021
Q3 		$152K Hold
10,000
– – 0.11% 104
2021
Q2 		$127K Hold
10,000
– – 0.09% 102
2021
Q1 		$132K Buy
+10,000
New +$151K 0.11% 101

Other funds holding IPWR

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Place Financial Advisors's IPWR Position: Q4 2022 in Review

Summit Place Financial Advisors sold out of Ideal Power (IPWR) in Q4 2022, closing a stake of 10,000 shares — an estimated $104K sold.

Summit Place Financial Advisors first reported a position in IPWR in Q1 2021 and held it in 7 quarters. The position peaked at $152K in Q3 2021. 28 funds tracked by Wall St. Rank hold IPWR as of Q4 2022.

  • Summit Place Financial Advisors reported no remaining Ideal Power position as of Q4 2022 after selling out during the quarter.
  • Summit Place Financial Advisors sold 10,000 Ideal Power shares in Q4 2022, an estimated $104K.
  • Summit Place Financial Advisors first reported a position in Ideal Power in Q1 2021 and held it in 7 quarters.
  • Summit Place Financial Advisors's Ideal Power position peaked at $152K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Ideal Power as of Q4 2022.

Based on Summit Place Financial Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.