Corient Private Wealth
NEOV icon

Corient Private Wealth’s NeoVolta NEOV Stock Holding History

Corient Private Wealth’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,000
Closed -$66K – 2526
2024
Q2 		$66K Hold
25,000
– – ﹤0.01% 2240
2024
Q1 		$29.5K Hold
25,000
– – ﹤0.01% 2249
2023
Q4 		$40K Buy
25,000
+5,000
+25% +$9.91K ﹤0.01% 2208
2023
Q3 		$49.8K Hold
20,000
– – ﹤0.01% 2076
2023
Q2 		$65.5K Hold
20,000
– – ﹤0.01% 2003
2023
Q1 		$51.2K Hold
20,000
– – ﹤0.01% 1938
2022
Q4 		$55.8K Buy
+20,000
New +$77.9K ﹤0.01% 1618

Other funds holding NEOV

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corient Private Wealth's NEOV Position: Q3 2024 in Review

Corient Private Wealth sold out of NeoVolta (NEOV) in Q3 2024, closing a stake of 25,000 shares — an estimated $66K sold.

Corient Private Wealth first reported a position in NEOV in Q4 2022 and held it in 7 quarters. The position peaked at $66K in Q2 2024. 15 funds tracked by Wall St. Rank hold NEOV as of Q3 2024.

  • Corient Private Wealth reported no remaining NeoVolta position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 25,000 NeoVolta shares in Q3 2024, an estimated $66K.
  • Corient Private Wealth first reported a position in NeoVolta in Q4 2022 and held it in 7 quarters.
  • Corient Private Wealth's NeoVolta position peaked at $66K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held NeoVolta as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.