Wells Fargo
NEOV icon

Wells Fargo’s NeoVolta NEOV Stock Holding History

Wells Fargo’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
Q2 		– Sell
-221
Closed -$261 – 7272
2024
Q1 		$261 Buy
221
+4
+2% +$5 ﹤0.01% 6438
2023
Q4 		$347 Buy
217
+11
+5% +$22 ﹤0.01% 6466
2023
Q3 		$513 Buy
206
+1
+0.5% +$3 ﹤0.01% 6359
2023
Q2 		$671 Buy
205
+8
+4% +$20 ﹤0.01% 6421
2023
Q1 		$504 Buy
197
+5
+3% +$12 ﹤0.01% 6558
2022
Q4 		$536 Buy
192
+5
+3% +$19 ﹤0.01% 6371
2022
Q3 		$1K Buy
+187
New +$809 ﹤0.01% 6405

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wells Fargo's NEOV Position: Q2 2024 in Review

Wells Fargo sold out of NeoVolta (NEOV) in Q2 2024, closing a stake of 221 shares — an estimated $261 sold.

Wells Fargo first reported a position in NEOV in Q3 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2024.

  • Wells Fargo reported no remaining NeoVolta position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 221 NeoVolta shares in Q2 2024, an estimated $261.
  • Wells Fargo first reported a position in NeoVolta in Q3 2022 and held it in 7 quarters.
  • Wells Fargo's NeoVolta position peaked at $1K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.