Symphony Financial’s FuelCell Energy FCEL Stock Holding History

Symphony Financial’s Portfolio FCEL Stock Details FCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-333	Closed	-$4K	–	230
2024 Q3	$4K	Sell	333 -34	-9%	-$504	﹤0.01%	224
2024 Q2	$7.02K	Sell	367 -66	-15%	-$1.77K	﹤0.01%	209
2024 Q1	$15.5K	Sell	433 -67	-13%	-$2.47K	﹤0.01%	191
2023 Q4	$17.3K	Buy	+500	New	+$19.1K	﹤0.01%	194
2023 Q3	–	Sell	-733	Closed	-$47.5K	–	171
2023 Q2	$47.5K	Sell	733 -67	-8%	-$4.55K	0.01%	182
2023 Q1	$66.7K	Buy	+800	New	+$78.7K	0.02%	199
2022 Q4	–	Sell	-867	Closed	-$88K	–	196
2022 Q3	$88K	Buy	+867	New	+$104K	0.03%	188
2021 Q2	–	Sell	-881	Closed	-$366K	–	170
2021 Q1	$366K	Buy	881 +161	+22%	+$86.2K	0.1%	135
2020 Q4	$229K	Sell	720 -593	-45%	-$97K	0.08%	146
2020 Q3	$84K	Buy	1,313 +300	+30%	+$23.9K	0.03%	136
2020 Q2	$69K	Buy	1,013 +680	+204%	+$41.9K	0.03%	132
2020 Q1	$16K	Buy	+333	New	+$18.8K	0.01%	94

Other funds holding FCEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return