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Valeo Financial Advisors’s Ideal Power IPWR Stock Holding History

Valeo 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
2021
Q2 		– Sell
-1,800
Closed -$24K – 1149
2021
Q1 		$24K Buy
+1,800
New +$27.2K ﹤0.01% 1114

Other funds holding IPWR

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's IPWR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Ideal Power (IPWR) in Q2 2021, closing a stake of 1,800 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in IPWR in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 15 funds tracked by Wall St. Rank hold IPWR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Ideal Power position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,800 Ideal Power shares in Q2 2021, an estimated $24K.
  • Valeo Financial Advisors first reported a position in Ideal Power in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Ideal Power position peaked at $24K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Ideal Power as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.