Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWA
TCI Wealth Advisors’s
Portland General Electric
POR
Stock Holding History
TCI Wealth Advisors’s Portfolio
POR Stock Details
POR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-107
Closed
-$5.23K
–
1688
2023
Q1
$5.23K
Hold
107
–
–
﹤0.01%
1497
2022
Q4
$5.24K
Sell
107
-102
-49%
-$4.73K
﹤0.01%
1490
2022
Q3
$9K
Buy
209
+3
+1%
+$153
﹤0.01%
1092
2022
Q2
$10K
Hold
206
–
–
﹤0.01%
1028
2022
Q1
$11K
Hold
206
–
–
﹤0.01%
1056
2021
Q4
$11K
Hold
206
–
–
﹤0.01%
1110
2021
Q3
$10K
Hold
206
–
–
﹤0.01%
1114
2021
Q2
$9K
Buy
206
+104
+102%
+$5.11K
﹤0.01%
1056
2021
Q1
$5K
Buy
102
+72
+240%
+$3.14K
﹤0.01%
1294
2020
Q4
$1K
Buy
30
+4
+15%
+$163
﹤0.01%
1433
2020
Q3
$1K
Buy
+26
New
+$1.04K
﹤0.01%
1395
2019
Q4
–
Sell
-26
Closed
-$1K
–
1658
2019
Q3
$1K
Buy
+26
New
+$1.45K
﹤0.01%
1361
Other funds holding POR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AIP
Atlas Infrastructure Partners
London, United Kingdom
$2.84B AUM
4.75%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close