Ellevest Inc’s Microvast MVST Stock Holding History

Ellevest Inc’s Portfolio MVST Stock Details MVST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,772	Closed	-$2.2K	–	1158
2023 Q1	$2.2K	Buy	1,772 +952	+116%	+$1.38K	﹤0.01%	1426
2022 Q4	$1.25K	Buy	820 +666	+432%	+$1.36K	﹤0.01%	1472
2022 Q3	$0	Buy	+154	New	+$368	﹤0.01%	1767

Other funds holding MVST

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

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

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's MVST Position: Q2 2023 in Review

Ellevest Inc sold out of Microvast (MVST) in Q2 2023, closing a stake of 1,772 shares — an estimated $2.2K sold.

Ellevest Inc first reported a position in MVST in Q3 2022 and held it in 3 quarters. The position peaked at $2.2K in Q1 2023. 98 funds tracked by Wall St. Rank hold MVST as of Q2 2023.

Ellevest Inc reported no remaining Microvast position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 1,772 Microvast shares in Q2 2023, an estimated $2.2K.
Ellevest Inc first reported a position in Microvast in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Microvast position peaked at $2.2K in Q1 2023.
98 funds tracked by Wall St. Rank held Microvast as of Q2 2023.

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