Waverly Advisors’s First Solar FSLR Stock Holding History

Waverly Advisors’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Sell	1,253 -70	-5%	-$15.5K	﹤0.01%	1406
2025 Q4	$346K	Buy	+1,323	New	+$334K	﹤0.01%	1154
2024 Q4	–	Sell	-921	Closed	-$230K	–	997
2024 Q3	$230K	Sell	921 -8	-0.9%	-$1.8K	﹤0.01%	748
2024 Q2	$209K	Buy	+929	New	+$203K	﹤0.01%	758
2018 Q1	–	Sell	-75	Closed	-$5K	–	258
2017 Q4	$5K	Buy	+75	New	+$4.4K	﹤0.01%	366
2015 Q4	–	Sell	-10	Closed	–	–	228
2015 Q3	$0	Hold	10	–	–	﹤0.01%	434
2015 Q2	$0	Buy	+10	New	+$559	﹤0.01%	373
2014 Q1	–	Sell	-400	Closed	-$22K	–	753
2013 Q4	$22K	Hold	400	–	–	0.01%	441
2013 Q3	$16K	Buy	+400	New	+$16.9K	0.01%	384

Other funds holding FSLR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return