Charles Schwab
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Charles Schwab’s Corvex Inc MOVE Stock Holding History

Charles Schwab’s Portfolio MOVE Stock Details MOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-152
Closed -$13.1K – 3503
2023
Q4 		$13.1K Hold
152
– – ﹤0.01% 3511
2023
Q3 		$18.3K Hold
152
– – ﹤0.01% 3520
2023
Q2 		$18.3K Hold
152
– – ﹤0.01% 3569
2023
Q1 		$20.6K Hold
152
– – ﹤0.01% 3507
2022
Q4 		$21.8K Hold
152
– – ﹤0.01% 3492
2022
Q3 		$47K Buy
+152
New +$47.3K ﹤0.01% 3341

Other funds holding MOVE

DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Charles Schwab's MOVE Position: Q1 2024 in Review

Charles Schwab sold out of Corvex Inc (MOVE) in Q1 2024, closing a stake of 152 shares — an estimated $13.1K sold.

Charles Schwab first reported a position in MOVE in Q3 2022 and held it in 6 quarters. The position peaked at $47K in Q3 2022. 29 funds tracked by Wall St. Rank hold MOVE as of Q1 2024.

  • Charles Schwab reported no remaining Corvex Inc position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 152 Corvex Inc shares in Q1 2024, an estimated $13.1K.
  • Charles Schwab first reported a position in Corvex Inc in Q3 2022 and held it in 6 quarters.
  • Charles Schwab's Corvex Inc position peaked at $47K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Corvex Inc as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.