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Wealth Management Partners’s Mobileye MBLY Stock Holding History

Wealth Management Partners’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,562
Closed -$211K – 116
2024
Q1 		$211K Sell
6,562
-2,626
-29% -$74.5K 0.11% 112
2023
Q4 		$398K Sell
9,188
-2,535
-22% -$99.8K 0.22% 73
2023
Q3 		$487K Buy
11,723
+350
+3% +$13.5K 0.3% 65
2023
Q2 		$437K Buy
11,373
+2,235
+24% +$90.7K 0.27% 69
2023
Q1 		$395K Buy
+9,138
New +$358K 0.28% 72

Other funds holding MBLY

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.63B AUM 149.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Management Partners's MBLY Position: Q2 2024 in Review

Wealth Management Partners sold out of Mobileye (MBLY) in Q2 2024, closing a stake of 6,562 shares — an estimated $211K sold.

Wealth Management Partners first reported a position in MBLY in Q1 2023 and held it in 5 quarters. The position peaked at $487K in Q3 2023. 254 funds tracked by Wall St. Rank hold MBLY as of Q2 2024.

  • Wealth Management Partners reported no remaining Mobileye position as of Q2 2024 after selling out during the quarter.
  • Wealth Management Partners sold 6,562 Mobileye shares in Q2 2024, an estimated $211K.
  • Wealth Management Partners first reported a position in Mobileye in Q1 2023 and held it in 5 quarters.
  • Wealth Management Partners's Mobileye position peaked at $487K in Q3 2023.
  • 254 funds tracked by Wall St. Rank held Mobileye as of Q2 2024.

Based on Wealth Management Partners's 13F filing for Q2 2024, filed 12 Jul 2024.