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WealthPLAN Partners’s Portland General Electric POR Stock Holding History

WealthPLAN Partners’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$656 – 919
2023
Q2 		$656 Hold
14
– – ﹤0.01% 1163
2023
Q1 		$684 Buy
+14
New +$669 ﹤0.01% 1230
2016
Q3 		– Sell
-371
Closed -$16 – 1052
2016
Q2 		$16 Buy
+371
New +$15.1K ﹤0.01% 2495
2015
Q4 		$40 Buy
+1,102
New +$40.6K ﹤0.01% 1675

Other funds holding POR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's POR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Portland General Electric (POR) in Q3 2023, closing a stake of 14 shares — an estimated $656 sold.

WealthPLAN Partners first reported a position in POR in Q4 2015 and held it in 4 quarters. The position peaked at $684 in Q1 2023. 371 funds tracked by Wall St. Rank hold POR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Portland General Electric position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 14 Portland General Electric shares in Q3 2023, an estimated $656.
  • WealthPLAN Partners first reported a position in Portland General Electric in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Portland General Electric position peaked at $684 in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.