UMB Bank’s NeoVolta NEOV Stock Holding History

UMB Bank’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	-35,715	Closed	-$100K	–	1767
2022 Q4	$100K	Buy	+35,715	New	+$139K	﹤0.01%	698

Other funds holding NEOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UMB Bank's NEOV Position: Q1 2023 in Review

UMB Bank sold out of NeoVolta (NEOV) in Q1 2023, closing a stake of 35,715 shares — an estimated $100K sold.

UMB Bank first reported a position in NEOV in Q4 2022 and held it in 1 quarter. The position peaked at $100K in Q4 2022. 15 funds tracked by Wall St. Rank hold NEOV as of Q1 2023.

UMB Bank reported no remaining NeoVolta position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 35,715 NeoVolta shares in Q1 2023, an estimated $100K.
UMB Bank first reported a position in NeoVolta in Q4 2022 and held it in 1 quarter.
UMB Bank's NeoVolta position peaked at $100K in Q4 2022.
15 funds tracked by Wall St. Rank held NeoVolta as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.