Bank of New York Mellon
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Bank of New York Mellon’s NeoVolta NEOV Stock Holding History

Bank of New York Mellon’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,314
Closed -$34.1K – 4262
2023
Q4 		$34.1K Hold
21,314
– – ﹤0.01% 4192
2023
Q3 		$53.1K Hold
21,314
– – ﹤0.01% 4158
2023
Q2 		$69.8K Hold
21,314
– – ﹤0.01% 4127
2023
Q1 		$54.6K Hold
21,314
– – ﹤0.01% 4180
2022
Q4 		$59.5K Buy
+21,314
New +$83.1K ﹤0.01% 4213

Other funds holding NEOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon's NEOV Position: Q1 2024 in Review

Bank of New York Mellon sold out of NeoVolta (NEOV) in Q1 2024, closing a stake of 21,314 shares — an estimated $34.1K sold.

Bank of New York Mellon first reported a position in NEOV in Q4 2022 and held it in 5 quarters. The position peaked at $69.8K in Q2 2023. 15 funds tracked by Wall St. Rank hold NEOV as of Q1 2024.

  • Bank of New York Mellon reported no remaining NeoVolta position as of Q1 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 21,314 NeoVolta shares in Q1 2024, an estimated $34.1K.
  • Bank of New York Mellon first reported a position in NeoVolta in Q4 2022 and held it in 5 quarters.
  • Bank of New York Mellon's NeoVolta position peaked at $69.8K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held NeoVolta as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.