IC
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IEQ Capital’s Volato Group SOAR Stock Holding History

IEQ Capital’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,518
Closed -$14.9K – 1429
2024
Q3 		$14.9K Hold
1,518
– – ﹤0.01% 1154
2024
Q2 		$22.2K Hold
1,518
– – ﹤0.01% 990
2024
Q1 		$135K Hold
1,518
– – ﹤0.01% 913
2023
Q4 		$143K Buy
+1,518
New +$361K ﹤0.01% 865

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return