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Pure Financial Advisors’s NeoVolta NEOV Stock Holding History

Pure Financial Advisors’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,753
Closed -$17.2K – 320
2023
Q4 		$17.2K Hold
10,753
– – ﹤0.01% 303
2023
Q3 		$26.8K Hold
10,753
– – ﹤0.01% 260
2023
Q2 		$35.2K Hold
10,753
– – ﹤0.01% 253
2023
Q1 		$27.5K Hold
10,753
– – ﹤0.01% 249
2022
Q4 		$30K Hold
10,753
– – ﹤0.01% 241
2022
Q3 		$54K Buy
+10,753
New +$46.5K ﹤0.01% 227

Other funds holding NEOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pure Financial Advisors's NEOV Position: Q1 2024 in Review

Pure Financial Advisors sold out of NeoVolta (NEOV) in Q1 2024, closing a stake of 10,753 shares — an estimated $17.2K sold.

Pure Financial Advisors first reported a position in NEOV in Q3 2022 and held it in 6 quarters. The position peaked at $54K in Q3 2022. 15 funds tracked by Wall St. Rank hold NEOV as of Q1 2024.

  • Pure Financial Advisors reported no remaining NeoVolta position as of Q1 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 10,753 NeoVolta shares in Q1 2024, an estimated $17.2K.
  • Pure Financial Advisors first reported a position in NeoVolta in Q3 2022 and held it in 6 quarters.
  • Pure Financial Advisors's NeoVolta position peaked at $54K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held NeoVolta as of Q1 2024.

Based on Pure Financial Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.