Lyell Wealth Management’s Momentive Global Inc. Common Stock MNTV Stock Holding History

Lyell Wealth Management’s Portfolio MNTV Stock Details MNTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,859	Closed	-$148K	–	205
2023 Q1	$148K	Sell	15,859 -5,100	-24%	-$40K	0.02%	198
2022 Q4	$147K	Hold	20,959	–	–	0.02%	185
2022 Q3	$122K	Hold	20,959	–	–	0.02%	183
2022 Q2	$184K	Hold	20,959	–	–	0.03%	186
2022 Q1	$341K	Hold	20,959	–	–	0.04%	160
2021 Q4	$443K	Sell	20,959 -1,000	-5%	-$22K	0.05%	141
2021 Q3	$430K	Hold	21,959	–	–	0.05%	136
2021 Q2	$463K	Hold	21,959	–	–	0.06%	141
2021 Q1	$402K	Hold	21,959	–	–	0.06%	138
2020 Q4	$561K	Sell	21,959 -1,000	-4%	-$22.5K	0.09%	105
2020 Q3	$508K	Sell	22,959 -1,000	-4%	-$23.2K	0.1%	94
2020 Q2	$564K	Hold	23,959	–	–	0.12%	84
2020 Q1	$324K	Hold	23,959	–	–	0.1%	93
2019 Q4	$428K	Hold	23,959	–	–	0.11%	88
2019 Q3	$410K	Hold	23,959	–	–	0.12%	88
2019 Q2	$396K	Sell	23,959 -1,000	-4%	-$17.1K	0.12%	95
2019 Q1	$455K	Buy	+24,959	New	+$351K	0.15%	91

Other funds holding MNTV

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lyell Wealth Management's MNTV Position: Q2 2023 in Review

Lyell Wealth Management sold out of Momentive Global Inc. Common Stock (MNTV) in Q2 2023, closing a stake of 15,859 shares — an estimated $148K sold.

Lyell Wealth Management first reported a position in MNTV in Q1 2019 and held it in 17 quarters. The position peaked at $564K in Q2 2020. 3 funds tracked by Wall St. Rank hold MNTV as of Q2 2023.

Lyell Wealth Management reported no remaining Momentive Global Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 15,859 Momentive Global Inc. Common Stock shares in Q2 2023, an estimated $148K.
Lyell Wealth Management first reported a position in Momentive Global Inc. Common Stock in Q1 2019 and held it in 17 quarters.
Lyell Wealth Management's Momentive Global Inc. Common Stock position peaked at $564K in Q2 2020.
3 funds tracked by Wall St. Rank held Momentive Global Inc. Common Stock as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.