TCWA
POR icon

Ten Capital Wealth Advisors’s Portland General Electric POR Stock Holding History

Ten Capital 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
Q1 		– Sell
-16
Closed -$784 – 639
2022
Q4 		$784 Buy
+16
New +$741 ﹤0.01% 497

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ten Capital Wealth Advisors's POR Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Portland General Electric (POR) in Q1 2023, closing a stake of 16 shares — an estimated $784 sold.

Ten Capital Wealth Advisors first reported a position in POR in Q4 2022 and held it in 1 quarter. The position peaked at $784 in Q4 2022. 384 funds tracked by Wall St. Rank hold POR as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Portland General Electric position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 16 Portland General Electric shares in Q1 2023, an estimated $784.
  • Ten Capital Wealth Advisors first reported a position in Portland General Electric in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Portland General Electric position peaked at $784 in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.