MML Investors Services
NEOV icon

MML Investors Services’s NeoVolta NEOV Stock Holding History

MML Investors Services’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31,920
Closed -$51K – 2539
2023
Q4 		$51K Buy
31,920
+5,000
+19% +$9.91K ﹤0.01% 2418
2023
Q3 		$67K Hold
26,920
– – ﹤0.01% 2261
2023
Q2 		$88K Buy
26,920
+7,000
+35% +$17.4K ﹤0.01% 2251
2023
Q1 		$51K Buy
19,920
+8,260
+71% +$20.6K ﹤0.01% 1995
2022
Q4 		$33K Buy
+11,660
New +$45.4K ﹤0.01% 2133

Other funds holding NEOV

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MML Investors Services's NEOV Position: Q1 2024 in Review

MML Investors Services sold out of NeoVolta (NEOV) in Q1 2024, closing a stake of 31,920 shares — an estimated $51K sold.

MML Investors Services first reported a position in NEOV in Q4 2022 and held it in 5 quarters. The position peaked at $88K in Q2 2023. 15 funds tracked by Wall St. Rank hold NEOV as of Q1 2024.

  • MML Investors Services reported no remaining NeoVolta position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 31,920 NeoVolta shares in Q1 2024, an estimated $51K.
  • MML Investors Services first reported a position in NeoVolta in Q4 2022 and held it in 5 quarters.
  • MML Investors Services's NeoVolta position peaked at $88K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held NeoVolta as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.