COCM
MVST icon

Charter Oak Capital Management’s Microvast MVST Stock Holding History

Charter Oak Capital Management’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$7K – 853
2021
Q2 		$7K Hold
500
– – ﹤0.01% 623
2021
Q1 		$6K Buy
+500
New +$8.15K ﹤0.01% 612

Other funds holding MVST

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return

Charter Oak Capital Management's MVST Position: Q3 2021 in Review

Charter Oak Capital Management sold out of Microvast (MVST) in Q3 2021, closing a stake of 500 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in MVST in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 71 funds tracked by Wall St. Rank hold MVST as of Q3 2021.

  • Charter Oak Capital Management reported no remaining Microvast position as of Q3 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 500 Microvast shares in Q3 2021, an estimated $7K.
  • Charter Oak Capital Management first reported a position in Microvast in Q1 2021 and held it in 2 quarters.
  • Charter Oak Capital Management's Microvast position peaked at $7K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Microvast as of Q3 2021.

Based on Charter Oak Capital Management's 13F filing for Q3 2021, filed 8 Nov 2021.