MCC
SOBR icon

Money Concepts Capital’s SOBR Safe SOBR Stock Holding History

Money Concepts Capital’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$1.19K – 2537
2022
Q4 		$1.19K Buy
+1
New +$2.11K ﹤0.01% 2829

Other funds holding SOBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's SOBR Position: Q1 2023 in Review

Money Concepts Capital sold out of SOBR Safe (SOBR) in Q1 2023, closing a stake of 1 share — an estimated $1.19K sold.

Money Concepts Capital first reported a position in SOBR in Q4 2022 and held it in 1 quarter. The position peaked at $1.19K in Q4 2022. 20 funds tracked by Wall St. Rank hold SOBR as of Q1 2023.

  • Money Concepts Capital reported no remaining SOBR Safe position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1 SOBR Safe share in Q1 2023, an estimated $1.19K.
  • Money Concepts Capital first reported a position in SOBR Safe in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's SOBR Safe position peaked at $1.19K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held SOBR Safe as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.