Western Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Western Wealth Management’s Portfolio CGRN Stock Details CGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,000	Closed	-$30K	–	856
2022 Q2	$30K	Hold	12,000	–	–	﹤0.01%	779
2022 Q1	$50K	Buy	+12,000	New	+$44.4K	﹤0.01%	816

Other funds holding CGRN

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return

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

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

Western Wealth Management's CGRN Position: Q3 2022 in Review

Western Wealth Management sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q3 2022, closing a stake of 12,000 shares — an estimated $30K sold.

Western Wealth Management first reported a position in CGRN in Q1 2022 and held it in 2 quarters. The position peaked at $50K in Q1 2022. 30 funds tracked by Wall St. Rank hold CGRN as of Q3 2022.

Western Wealth Management reported no remaining Capstone Green Energy Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 12,000 Capstone Green Energy Corporation Common Stock shares in Q3 2022, an estimated $30K.
Western Wealth Management first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2022 and held it in 2 quarters.
Western Wealth Management's Capstone Green Energy Corporation Common Stock position peaked at $50K in Q1 2022.
30 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.