Wingate Wealth Advisors’s Solid Power SLDP Stock Holding History

Wingate Wealth Advisors’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$1.89K	–	374
2024 Q4	$1.89K	Buy	+1,000	New	+$1.24K	﹤0.01%	432

Other funds holding SLDP

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

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

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wingate Wealth Advisors's SLDP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Solid Power (SLDP) in Q1 2025, closing a stake of 1,000 shares — an estimated $1.89K sold.

Wingate Wealth Advisors first reported a position in SLDP in Q4 2024 and held it in 1 quarter. The position peaked at $1.89K in Q4 2024. 143 funds tracked by Wall St. Rank hold SLDP as of Q1 2025.

Wingate Wealth Advisors reported no remaining Solid Power position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,000 Solid Power shares in Q1 2025, an estimated $1.89K.
Wingate Wealth Advisors first reported a position in Solid Power in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Solid Power position peaked at $1.89K in Q4 2024.
143 funds tracked by Wall St. Rank held Solid Power as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.