Werba Rubin Papier Wealth Management’s FTC Solar FTCI Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio FTCI Stock Details FTCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,000	Closed	-$40.8K	–	202
2024 Q3	$40.8K	Hold	6,000	–	–	0.01%	191
2024 Q2	$21.2K	Hold	6,000	–	–	0.01%	167
2024 Q1	$32.3K	Hold	6,000	–	–	0.01%	151
2023 Q4	$41.6K	Sell	6,000 -51	-0.8%	-$463	0.01%	119
2023 Q3	$77.5K	Hold	6,051	–	–	0.03%	121
2023 Q2	$195K	Hold	6,051	–	–	0.07%	114
2023 Q1	$136K	Hold	6,051	–	–	0.05%	105
2022 Q4	$162K	Buy	+6,051	New	+$143K	0.07%	98

Other funds holding FTCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Werba Rubin Papier Wealth Management's FTCI Position: Q4 2024 in Review

Werba Rubin Papier Wealth Management sold out of FTC Solar (FTCI) in Q4 2024, closing a stake of 6,000 shares — an estimated $40.8K sold.

Werba Rubin Papier Wealth Management first reported a position in FTCI in Q4 2022 and held it in 8 quarters. The position peaked at $195K in Q2 2023. 26 funds tracked by Wall St. Rank hold FTCI as of Q4 2024.

Werba Rubin Papier Wealth Management reported no remaining FTC Solar position as of Q4 2024 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 6,000 FTC Solar shares in Q4 2024, an estimated $40.8K.
Werba Rubin Papier Wealth Management first reported a position in FTC Solar in Q4 2022 and held it in 8 quarters.
Werba Rubin Papier Wealth Management's FTC Solar position peaked at $195K in Q2 2023.
26 funds tracked by Wall St. Rank held FTC Solar as of Q4 2024.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.