Cambridge Investment Research Advisors
NEOV icon

Cambridge Investment Research Advisors’s NeoVolta NEOV Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q4 		– Sell
-55,362
Closed -$278K – 3178
2022
Q3 		$278K Buy
+55,362
New +$239K ﹤0.01% 2426

Other funds holding NEOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Cambridge Investment Research Advisors's NEOV Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of NeoVolta (NEOV) in Q4 2022, closing a stake of 55,362 shares — an estimated $278K sold.

Cambridge Investment Research Advisors first reported a position in NEOV in Q3 2022 and held it in 1 quarter. The position peaked at $278K in Q3 2022. 18 funds tracked by Wall St. Rank hold NEOV as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining NeoVolta position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 55,362 NeoVolta shares in Q4 2022, an estimated $278K.
  • Cambridge Investment Research Advisors first reported a position in NeoVolta in Q3 2022 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's NeoVolta position peaked at $278K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held NeoVolta as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.