Corient Private Wealth
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Corient Private Wealth’s Mobix Labs MOBX Stock Holding History

Corient Private Wealth’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,196
Closed -$48.1K – 2333
2023
Q4 		$48.1K Buy
+1,196
New +$126K ﹤0.01% 2202

Other funds holding MOBX

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Corient Private Wealth sold out of Mobix Labs (MOBX) in Q1 2024, closing a stake of 1,196 shares — an estimated $48.1K sold.

Corient Private Wealth first reported a position in MOBX in Q4 2023 and held it in 1 quarter. The position peaked at $48.1K in Q4 2023. 23 funds tracked by Wall St. Rank hold MOBX as of Q1 2024.

  • Corient Private Wealth reported no remaining Mobix Labs position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 1,196 Mobix Labs shares in Q1 2024, an estimated $48.1K.
  • Corient Private Wealth first reported a position in Mobix Labs in Q4 2023 and held it in 1 quarter.
  • Corient Private Wealth's Mobix Labs position peaked at $48.1K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2024.

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