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Oak Harbor Wealth Partners’s Microvast MVST Stock Holding History

Oak Harbor Wealth Partners’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-33,500
Closed -$224K – 222
2022
Q1 		$224K Sell
33,500
-4,100
-11% -$26.7K 0.07% 153
2021
Q4 		$213K Buy
+37,600
New +$297K 0.07% 160

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LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Harbor Wealth Partners's MVST Position: Q2 2022 in Review

Oak Harbor Wealth Partners sold out of Microvast (MVST) in Q2 2022, closing a stake of 33,500 shares — an estimated $224K sold.

Oak Harbor Wealth Partners first reported a position in MVST in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q1 2022. 106 funds tracked by Wall St. Rank hold MVST as of Q2 2022.

  • Oak Harbor Wealth Partners reported no remaining Microvast position as of Q2 2022 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 33,500 Microvast shares in Q2 2022, an estimated $224K.
  • Oak Harbor Wealth Partners first reported a position in Microvast in Q4 2021 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Microvast position peaked at $224K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Microvast as of Q2 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2022, filed 25 Jul 2022.