IWC
NEUE

Integrated Wealth Concepts’s NeueHealth NEUE Stock Holding History

Integrated Wealth Concepts’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-138
Closed -$2K – 1595
2023
Q1 		$2K Hold
138
– – ﹤0.01% 1346
2022
Q4 		$7K Hold
138
– – ﹤0.01% 1035
2022
Q3 		$12K Hold
138
– – ﹤0.01% 947
2022
Q2 		$20K Hold
138
– – ﹤0.01% 971
2022
Q1 		$21K Buy
+138
New +$30.6K ﹤0.01% 930

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's NEUE Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 138 shares — an estimated $2K sold.

Integrated Wealth Concepts first reported a position in NEUE in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 138 NeueHealth shares in Q2 2023, an estimated $2K.
  • Integrated Wealth Concepts first reported a position in NeueHealth in Q1 2022 and held it in 5 quarters.
  • Integrated Wealth Concepts's NeueHealth position peaked at $21K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.