IAA
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Independent Advisor Alliance’s Microvast MVST Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-14,800
Closed -$28K – 699
2023
Q3 		$28K Buy
14,800
+4,000
+37% +$8.56K ﹤0.01% 640
2023
Q2 		$17.3K Buy
+10,800
New +$15.4K ﹤0.01% 663

Other funds holding MVST

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
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Advisor Alliance's MVST Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Microvast (MVST) in Q4 2023, closing a stake of 14,800 shares — an estimated $28K sold.

Independent Advisor Alliance first reported a position in MVST in Q2 2023 and held it in 2 quarters. The position peaked at $28K in Q3 2023. 109 funds tracked by Wall St. Rank hold MVST as of Q4 2023.

  • Independent Advisor Alliance reported no remaining Microvast position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,800 Microvast shares in Q4 2023, an estimated $28K.
  • Independent Advisor Alliance first reported a position in Microvast in Q2 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Microvast position peaked at $28K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Microvast as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.