WT
SPWR

Whittier Trust’s SunPower Corporation Common Stock SPWR Stock Holding History

Whittier Trust’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$4.83K – 1575
2023
Q4 		$4.83K Buy
1,000
+500
+100% +$2.39K ﹤0.01% 1332
2023
Q3 		$3.08K Buy
+500
New +$4.12K ﹤0.01% 1430
2017
Q1 		– Sell
-305
Closed -$1K – 1389
2016
Q4 		$1K Hold
305
– – ﹤0.01% 1173
2016
Q3 		$2K Hold
305
– – ﹤0.01% 1124
2016
Q2 		$3K Buy
+305
New +$3.59K ﹤0.01% 1108

Other funds holding SPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Whittier Trust's SPWR Position: Q1 2024 in Review

Whittier Trust sold out of SunPower Corporation Common Stock (SPWR) in Q1 2024, closing a stake of 1,000 shares — an estimated $4.83K sold.

Whittier Trust first reported a position in SPWR in Q2 2016 and held it in 5 quarters. The position peaked at $4.83K in Q4 2023. 230 funds tracked by Wall St. Rank hold SPWR as of Q1 2024.

  • Whittier Trust reported no remaining SunPower Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 1,000 SunPower Corporation Common Stock shares in Q1 2024, an estimated $4.83K.
  • Whittier Trust first reported a position in SunPower Corporation Common Stock in Q2 2016 and held it in 5 quarters.
  • Whittier Trust's SunPower Corporation Common Stock position peaked at $4.83K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.