WIM
MAXN

WealthPlan Investment Management’s Maxeon Solar Technologies MAXN Stock Holding History

WealthPlan Investment Management’s Portfolio MAXN Stock Details MAXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$3.75K – 261
2023
Q2 		$3.75K Hold
1
– – ﹤0.01% 307
2023
Q1 		$3.53K Buy
+1
New +$2.13K ﹤0.01% 378

Other funds holding MAXN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Maytree Asset Management Hong Kong $141M AUM 114% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Maxeon Solar Technologies (MAXN) in Q3 2023, closing a stake of 1 share — an estimated $3.75K sold.

WealthPlan Investment Management first reported a position in MAXN in Q1 2023 and held it in 2 quarters. The position peaked at $3.75K in Q2 2023. 133 funds tracked by Wall St. Rank hold MAXN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Maxeon Solar Technologies position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1 Maxeon Solar Technologies share in Q3 2023, an estimated $3.75K.
  • WealthPlan Investment Management first reported a position in Maxeon Solar Technologies in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Maxeon Solar Technologies position peaked at $3.75K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Maxeon Solar Technologies as of Q3 2023.

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