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Whitaker-Myers Wealth Managers’s Mobileye MBLY Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-4,995
Closed -$216K – 105
2023
Q4 		$216K Buy
4,995
+15
+0.3% +$591 0.11% 79
2023
Q3 		$207K Buy
+4,980
New +$192K 0.13% 73

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.63B AUM 149.7% 1-Year Est. Return

Whitaker-Myers Wealth Managers's MBLY Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Mobileye (MBLY) in Q1 2024, closing a stake of 4,995 shares — an estimated $216K sold.

Whitaker-Myers Wealth Managers first reported a position in MBLY in Q3 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 268 funds tracked by Wall St. Rank hold MBLY as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Mobileye position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 4,995 Mobileye shares in Q1 2024, an estimated $216K.
  • Whitaker-Myers Wealth Managers first reported a position in Mobileye in Q3 2023 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's Mobileye position peaked at $216K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Mobileye as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.