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Valeo Financial Advisors’s Solid Power SLDP Stock Holding History

Valeo Financial Advisors’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,075
Closed -$22.4K – 708
2023
Q3 		$22.4K Hold
11,075
– – ﹤0.01% 609
2023
Q2 		$28.1K Hold
11,075
– – ﹤0.01% 583
2023
Q1 		$33.3K Hold
11,075
– – ﹤0.01% 594
2022
Q4 		$28.1K Hold
11,075
– – ﹤0.01% 525
2022
Q3 		$58K Buy
+11,075
New +$70K ﹤0.01% 477

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's SLDP Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Solid Power (SLDP) in Q4 2023, closing a stake of 11,075 shares — an estimated $22.4K sold.

Valeo Financial Advisors first reported a position in SLDP in Q3 2022 and held it in 5 quarters. The position peaked at $58K in Q3 2022. 137 funds tracked by Wall St. Rank hold SLDP as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Solid Power position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,075 Solid Power shares in Q4 2023, an estimated $22.4K.
  • Valeo Financial Advisors first reported a position in Solid Power in Q3 2022 and held it in 5 quarters.
  • Valeo Financial Advisors's Solid Power position peaked at $58K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Solid Power as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.