Integrated Wealth Concepts’s Canoo Inc. Class A Common Stock GOEV Stock Holding History

Integrated Wealth Concepts’s Portfolio GOEV Stock Details GOEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23	Closed	-$2.69K	–	1718
2023 Q4	$2.69K	Hold	23	–	–	﹤0.01%	1590
2023 Q3	$5.12K	Hold	23	–	–	﹤0.01%	1555
2023 Q2	$5.01K	Sell	23 -8	-26%	-$2.28K	﹤0.01%	1552
2023 Q1	$9K	Buy	31 +1	+3%	+$424	﹤0.01%	1337
2022 Q4	$17K	Hold	30	–	–	﹤0.01%	1026
2022 Q3	$26K	Buy	+30	New	+$43.8K	﹤0.01%	941
2022 Q2	–	Sell	-27	Closed	-$67K	–	1089
2022 Q1	$67K	Buy	+27	New	+$74.2K	﹤0.01%	921
2021 Q3	–	Sell	-24	Closed	-$109K	–	983
2021 Q2	$109K	Hold	24	–	–	﹤0.01%	785
2021 Q1	$99K	Buy	+24	New	+$165K	﹤0.01%	719

Other funds holding GOEV

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Integrated Wealth Concepts's GOEV Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of Canoo Inc. Class A Common Stock (GOEV) in Q1 2024, closing a stake of 23 shares — an estimated $2.69K sold.

Integrated Wealth Concepts first reported a position in GOEV in Q1 2021 and held it in 9 quarters. The position peaked at $109K in Q2 2021. 65 funds tracked by Wall St. Rank hold GOEV as of Q1 2024.

Integrated Wealth Concepts reported no remaining Canoo Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 23 Canoo Inc. Class A Common Stock shares in Q1 2024, an estimated $2.69K.
Integrated Wealth Concepts first reported a position in Canoo Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Integrated Wealth Concepts's Canoo Inc. Class A Common Stock position peaked at $109K in Q2 2021.
65 funds tracked by Wall St. Rank held Canoo Inc. Class A Common Stock as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.