WR Wealth Planners’s NeoVolta NEOV Stock Holding History

WR Wealth Planners’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
2022 Q4	–	Sell	-1,000	Closed	-$5.03K	–	528
2022 Q3	$5.03K	Buy	+1,000	New	+$4.32K	﹤0.01%	310

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

WR Wealth Planners's NEOV Position: Q4 2022 in Review

WR Wealth Planners sold out of NeoVolta (NEOV) in Q4 2022, closing a stake of 1,000 shares — an estimated $5.03K sold.

WR Wealth Planners first reported a position in NEOV in Q3 2022 and held it in 1 quarter. The position peaked at $5.03K in Q3 2022. 18 funds tracked by Wall St. Rank hold NEOV as of Q4 2022.

WR Wealth Planners reported no remaining NeoVolta position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 1,000 NeoVolta shares in Q4 2022, an estimated $5.03K.
WR Wealth Planners first reported a position in NeoVolta in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's NeoVolta position peaked at $5.03K in Q3 2022.
18 funds tracked by Wall St. Rank held NeoVolta as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.