Ellevest Inc’s MVB Financial MVBF Stock Holding History

Ellevest Inc’s Portfolio MVBF Stock Details MVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-716	Closed	-$14.8K	–	1157
2023 Q1	$14.8K	Buy	+716	New	+$16.6K	﹤0.01%	931

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellevest Inc's MVBF Position: Q2 2023 in Review

Ellevest Inc sold out of MVB Financial (MVBF) in Q2 2023, closing a stake of 716 shares — an estimated $14.8K sold.

Ellevest Inc first reported a position in MVBF in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 68 funds tracked by Wall St. Rank hold MVBF as of Q2 2023.

Ellevest Inc reported no remaining MVB Financial position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 716 MVB Financial shares in Q2 2023, an estimated $14.8K.
Ellevest Inc first reported a position in MVB Financial in Q1 2023 and held it in 1 quarter.
Ellevest Inc's MVB Financial position peaked at $14.8K in Q1 2023.
68 funds tracked by Wall St. Rank held MVB Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.