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Oppenheimer & Co’s Microvast MVST Stock Holding History

Oppenheimer & Co’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
2024
Q1 		– Sell
-19,901
Closed -$27.9K – 1488
2023
Q4 		$27.9K Hold
19,901
– – ﹤0.01% 1368
2023
Q3 		$37.6K Buy
19,901
+3,901
+24% +$8.35K ﹤0.01% 1351
2023
Q2 		$25.6K Buy
+16,000
New +$22.8K ﹤0.01% 1398

Other funds holding MVST

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
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Oppenheimer & Co's MVST Position: Q1 2024 in Review

Oppenheimer & Co sold out of Microvast (MVST) in Q1 2024, closing a stake of 19,901 shares — an estimated $27.9K sold.

Oppenheimer & Co first reported a position in MVST in Q2 2023 and held it in 3 quarters. The position peaked at $37.6K in Q3 2023. 94 funds tracked by Wall St. Rank hold MVST as of Q1 2024.

  • Oppenheimer & Co reported no remaining Microvast position as of Q1 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 19,901 Microvast shares in Q1 2024, an estimated $27.9K.
  • Oppenheimer & Co first reported a position in Microvast in Q2 2023 and held it in 3 quarters.
  • Oppenheimer & Co's Microvast position peaked at $37.6K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Microvast as of Q1 2024.

Based on Oppenheimer & Co's 13F filing for Q1 2024, filed 7 May 2024.