Axxcess Wealth Management’s Movado Group MOV Stock Holding History

Axxcess Wealth Management’s Portfolio MOV Stock Details MOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,376	Closed	-$366K	–	900
2023 Q3	$366K	Buy	+13,376	New	+$364K	0.01%	548

Other funds holding MOV

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Axxcess Wealth Management's MOV Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Movado Group (MOV) in Q4 2023, closing a stake of 13,376 shares — an estimated $366K sold.

Axxcess Wealth Management first reported a position in MOV in Q3 2023 and held it in 1 quarter. The position peaked at $366K in Q3 2023. 148 funds tracked by Wall St. Rank hold MOV as of Q4 2023.

Axxcess Wealth Management reported no remaining Movado Group position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 13,376 Movado Group shares in Q4 2023, an estimated $366K.
Axxcess Wealth Management first reported a position in Movado Group in Q3 2023 and held it in 1 quarter.
Axxcess Wealth Management's Movado Group position peaked at $366K in Q3 2023.
148 funds tracked by Wall St. Rank held Movado Group as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.