Pathstone Holdings
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Pathstone Holdings’s Mobix Labs MOBX Stock Holding History

Pathstone Holdings’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,083
Closed -$22.1K – 2364
2024
Q3 		$22.1K Hold
2,083
– – ﹤0.01% 2317
2024
Q2 		$34.2K Hold
2,083
– – ﹤0.01% 2279
2024
Q1 		$41.9K Buy
+2,083
New +$53.1K ﹤0.01% 2262

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Pathstone Holdings's MOBX Position: Q4 2024 in Review

Pathstone Holdings sold out of Mobix Labs (MOBX) in Q4 2024, closing a stake of 2,083 shares — an estimated $22.1K sold.

Pathstone Holdings first reported a position in MOBX in Q1 2024 and held it in 3 quarters. The position peaked at $41.9K in Q1 2024. 28 funds tracked by Wall St. Rank hold MOBX as of Q4 2024.

  • Pathstone Holdings reported no remaining Mobix Labs position as of Q4 2024 after selling out during the quarter.
  • Pathstone Holdings sold 2,083 Mobix Labs shares in Q4 2024, an estimated $22.1K.
  • Pathstone Holdings first reported a position in Mobix Labs in Q1 2024 and held it in 3 quarters.
  • Pathstone Holdings's Mobix Labs position peaked at $41.9K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Mobix Labs as of Q4 2024.

Based on Pathstone Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.