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INVZ icon

Carolinas Wealth Consulting’s Innoviz Technologies INVZ Stock Holding History

Carolinas Wealth Consulting’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,885
Closed -$7.36K – 1080
2024
Q3 		$7.36K Sell
8,885
-90,000
-91% -$68.4K ﹤0.01% 607
2024
Q2 		$91.7K Sell
98,885
-101,115
-51% -$113K 0.02% 270
2024
Q1 		$270K Buy
200,000
+50,000
+33% +$84K 0.05% 142
2023
Q4 		$307K Buy
150,000
+50,000
+50% +$95.8K 0.07% 125
2023
Q3 		$135K Buy
100,000
+20,000
+25% +$53.8K 0.03% 189
2023
Q2 		$227K Buy
80,000
+30,000
+60% +$82.8K 0.05% 163
2023
Q1 		$175K Buy
50,000
+10,000
+25% +$44.3K 0.04% 185
2022
Q4 		$157K Hold
40,000
– – 0.04% 195
2022
Q3 		$208K Hold
40,000
– – 0.05% 150
2022
Q2 		$157K Hold
40,000
– – 0.04% 185
2022
Q1 		$145K Buy
40,000
+10,000
+33% +$40K 0.03% 213
2021
Q4 		$190K Buy
30,000
+26,000
+650% +$149K 0.04% 176
2021
Q3 		$23K Hold
4,000
– – 0.01% 449
2021
Q2 		$42K Buy
+4,000
New +$41.5K 0.01% 385

Other funds holding INVZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Carolinas Wealth Consulting's INVZ Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Innoviz Technologies (INVZ) in Q4 2024, closing a stake of 8,885 shares — an estimated $7.36K sold.

Carolinas Wealth Consulting first reported a position in INVZ in Q2 2021 and held it in 14 quarters. The position peaked at $307K in Q4 2023. 101 funds tracked by Wall St. Rank hold INVZ as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Innoviz Technologies position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8,885 Innoviz Technologies shares in Q4 2024, an estimated $7.36K.
  • Carolinas Wealth Consulting first reported a position in Innoviz Technologies in Q2 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Innoviz Technologies position peaked at $307K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Innoviz Technologies as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.