Charles Schwab
MVLA

Charles Schwab’s Movella Holdings Inc. Common Stock MVLA Stock Holding History

Charles Schwab’s Portfolio MVLA Stock Details MVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,710
Closed -$8.9K – 3536
2023
Q4 		$8.9K Hold
14,710
– – ﹤0.01% 3530
2023
Q3 		$7.89K Sell
14,710
-110,652
-88% -$142K ﹤0.01% 3570
2023
Q2 		$267K Buy
+125,362
New +$238K ﹤0.01% 3258

Other funds holding MVLA

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Charles Schwab's MVLA Position: Q1 2024 in Review

Charles Schwab sold out of Movella Holdings Inc. Common Stock (MVLA) in Q1 2024, closing a stake of 14,710 shares — an estimated $8.9K sold.

Charles Schwab first reported a position in MVLA in Q2 2023 and held it in 3 quarters. The position peaked at $267K in Q2 2023. 22 funds tracked by Wall St. Rank hold MVLA as of Q1 2024.

  • Charles Schwab reported no remaining Movella Holdings Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 14,710 Movella Holdings Inc. Common Stock shares in Q1 2024, an estimated $8.9K.
  • Charles Schwab first reported a position in Movella Holdings Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Charles Schwab's Movella Holdings Inc. Common Stock position peaked at $267K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Movella Holdings Inc. Common Stock as of Q1 2024.

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