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WealthPlan Investment Management’s First Solar FSLR Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-191
Closed -$36.3K – 224
2023
Q2 		$36.3K Hold
191
– – 0.01% 214
2023
Q1 		$41.5K Buy
+191
New +$34.9K 0.01% 260

Other funds holding FSLR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthPlan Investment Management's FSLR Position: Q3 2023 in Review

WealthPlan Investment Management sold out of First Solar (FSLR) in Q3 2023, closing a stake of 191 shares — an estimated $36.3K sold.

WealthPlan Investment Management first reported a position in FSLR in Q1 2023 and held it in 2 quarters. The position peaked at $41.5K in Q1 2023. 738 funds tracked by Wall St. Rank hold FSLR as of Q3 2023.

  • WealthPlan Investment Management reported no remaining First Solar position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 191 First Solar shares in Q3 2023, an estimated $36.3K.
  • WealthPlan Investment Management first reported a position in First Solar in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's First Solar position peaked at $41.5K in Q1 2023.
  • 738 funds tracked by Wall St. Rank held First Solar as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.