DWA
NEUE

Dougherty Wealth Advisers’s NeueHealth NEUE Stock Holding History

Dougherty Wealth Advisers’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-250
Closed -$4.41K – 132
2023
Q1 		$4.41K Buy
+250
New +$12.9K 0.01% 122

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dougherty Wealth Advisers's NEUE Position: Q2 2023 in Review

Dougherty Wealth Advisers sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 250 shares — an estimated $4.41K sold.

Dougherty Wealth Advisers first reported a position in NEUE in Q1 2023 and held it in 1 quarter. The position peaked at $4.41K in Q1 2023. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

  • Dougherty Wealth Advisers reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 250 NeueHealth shares in Q2 2023, an estimated $4.41K.
  • Dougherty Wealth Advisers first reported a position in NeueHealth in Q1 2023 and held it in 1 quarter.
  • Dougherty Wealth Advisers's NeueHealth position peaked at $4.41K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.