MWM
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Modera Wealth Management’s Movado Group MOV Stock Holding History

Modera Wealth Management’s Portfolio MOV Stock Details MOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,417
Closed -$497K – 366
2022
Q4 		$497K Buy
+15,417
New +$492K 0.02% 214
2021
Q4 		– Sell
-6,510
Closed -$205K – 601
2021
Q3 		$205K Sell
6,510
-24,000
-79% -$767K 0.01% 260
2021
Q2 		$960K Buy
+30,510
New +$929K 0.05% 105
2021
Q1 		– Sell
-16,444
Closed -$273K – 240
2020
Q4 		$273K Buy
+16,444
New +$235K 0.02% 191

Other funds holding MOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modera Wealth Management's MOV Position: Q1 2023 in Review

Modera Wealth Management sold out of Movado Group (MOV) in Q1 2023, closing a stake of 15,417 shares — an estimated $497K sold.

Modera Wealth Management first reported a position in MOV in Q4 2020 and held it in 4 quarters. The position peaked at $960K in Q2 2021. 146 funds tracked by Wall St. Rank hold MOV as of Q1 2023.

  • Modera Wealth Management reported no remaining Movado Group position as of Q1 2023 after selling out during the quarter.
  • Modera Wealth Management sold 15,417 Movado Group shares in Q1 2023, an estimated $497K.
  • Modera Wealth Management first reported a position in Movado Group in Q4 2020 and held it in 4 quarters.
  • Modera Wealth Management's Movado Group position peaked at $960K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Movado Group as of Q1 2023.

Based on Modera Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.