Corient Private Wealth
EEX

Corient Private Wealth’s Emerald Holding EEX Stock Holding History

Corient Private Wealth’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,240
Closed -$61.2K – 2300
2023
Q4 		$61.2K Buy
+10,240
New +$53.8K ﹤0.01% 2185

Other funds holding EEX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's EEX Position: Q1 2024 in Review

Corient Private Wealth sold out of Emerald Holding (EEX) in Q1 2024, closing a stake of 10,240 shares — an estimated $61.2K sold.

Corient Private Wealth first reported a position in EEX in Q4 2023 and held it in 1 quarter. The position peaked at $61.2K in Q4 2023. 64 funds tracked by Wall St. Rank hold EEX as of Q1 2024.

  • Corient Private Wealth reported no remaining Emerald Holding position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,240 Emerald Holding shares in Q1 2024, an estimated $61.2K.
  • Corient Private Wealth first reported a position in Emerald Holding in Q4 2023 and held it in 1 quarter.
  • Corient Private Wealth's Emerald Holding position peaked at $61.2K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.