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Ellevest Inc’s Custom Truck One Source CTOS Stock Holding History

Ellevest Inc’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-44
Closed -$278 – 1928
2022
Q4 		$278 Buy
+44
New +$285 ﹤0.01% 1696
2022
Q3 		– Sell
-28
Closed – – 1655
2022
Q2 		$0 Buy
+28
New +$178 ﹤0.01% 1442

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Ellevest Inc's CTOS Position: Q1 2023 in Review

Ellevest Inc sold out of Custom Truck One Source (CTOS) in Q1 2023, closing a stake of 44 shares — an estimated $278 sold.

Ellevest Inc first reported a position in CTOS in Q2 2022 and held it in 2 quarters. The position peaked at $278 in Q4 2022. 101 funds tracked by Wall St. Rank hold CTOS as of Q1 2023.

  • Ellevest Inc reported no remaining Custom Truck One Source position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 44 Custom Truck One Source shares in Q1 2023, an estimated $278.
  • Ellevest Inc first reported a position in Custom Truck One Source in Q2 2022 and held it in 2 quarters.
  • Ellevest Inc's Custom Truck One Source position peaked at $278 in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.