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EP Wealth Advisors’s Corvex Inc MOVE Stock Holding History

EP Wealth Advisors’s Portfolio MOVE Stock Details MOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-95
Closed -$3.75K – 1296
2024
Q3 		$3.75K Hold
95
– – ﹤0.01% 1181
2024
Q2 		$2.87K Sell
95
-198
-68% -$9.5K ﹤0.01% 858
2024
Q1 		$13.3K Sell
293
-873
-75% -$58.4K ﹤0.01% 829
2023
Q4 		$101K Buy
+1,166
New +$110K ﹤0.01% 793

Other funds holding MOVE

DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's MOVE Position: Q4 2024 in Review

EP Wealth Advisors sold out of Corvex Inc (MOVE) in Q4 2024, closing a stake of 95 shares — an estimated $3.75K sold.

EP Wealth Advisors first reported a position in MOVE in Q4 2023 and held it in 4 quarters. The position peaked at $101K in Q4 2023. 16 funds tracked by Wall St. Rank hold MOVE as of Q4 2024.

  • EP Wealth Advisors reported no remaining Corvex Inc position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 95 Corvex Inc shares in Q4 2024, an estimated $3.75K.
  • EP Wealth Advisors first reported a position in Corvex Inc in Q4 2023 and held it in 4 quarters.
  • EP Wealth Advisors's Corvex Inc position peaked at $101K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Corvex Inc as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.