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Traynor Capital Management’s NeoVolta NEOV Stock Holding History

Traynor Capital Management’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
2023
Q1 		– Sell
-14,500
Closed -$40.5K – 233
2022
Q4 		$40.5K Hold
14,500
– – 0.01% 200
2022
Q3 		$72K Buy
+14,500
New +$62.7K 0.01% 165

Other funds holding NEOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Traynor Capital Management's NEOV Position: Q1 2023 in Review

Traynor Capital Management sold out of NeoVolta (NEOV) in Q1 2023, closing a stake of 14,500 shares — an estimated $40.5K sold.

Traynor Capital Management first reported a position in NEOV in Q3 2022 and held it in 2 quarters. The position peaked at $72K in Q3 2022. 15 funds tracked by Wall St. Rank hold NEOV as of Q1 2023.

  • Traynor Capital Management reported no remaining NeoVolta position as of Q1 2023 after selling out during the quarter.
  • Traynor Capital Management sold 14,500 NeoVolta shares in Q1 2023, an estimated $40.5K.
  • Traynor Capital Management first reported a position in NeoVolta in Q3 2022 and held it in 2 quarters.
  • Traynor Capital Management's NeoVolta position peaked at $72K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held NeoVolta as of Q1 2023.

Based on Traynor Capital Management's 13F filing for Q1 2023, filed 21 Apr 2023.