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Aaron Wealth Advisors’s NVE Corp NVEC Stock Holding History

Aaron Wealth Advisors’s Portfolio NVEC Stock Details NVEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,984
Closed -$820K – 277
2023
Q3 		$820K Sell
9,984
-16
-0.2% -$1.35K 0.11% 101
2023
Q2 		$974K Hold
10,000
– – 0.13% 97
2023
Q1 		$830K Hold
10,000
– – 0.11% 104
2022
Q4 		$648K Hold
10,000
– – 0.09% 126
2022
Q3 		$467K Buy
+10,000
New +$498K 0.09% 119

Other funds holding NVEC

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aaron Wealth Advisors's NVEC Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of NVE Corp (NVEC) in Q4 2023, closing a stake of 9,984 shares — an estimated $820K sold.

Aaron Wealth Advisors first reported a position in NVEC in Q3 2022 and held it in 5 quarters. The position peaked at $974K in Q2 2023. 105 funds tracked by Wall St. Rank hold NVEC as of Q4 2023.

  • Aaron Wealth Advisors reported no remaining NVE Corp position as of Q4 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 9,984 NVE Corp shares in Q4 2023, an estimated $820K.
  • Aaron Wealth Advisors first reported a position in NVE Corp in Q3 2022 and held it in 5 quarters.
  • Aaron Wealth Advisors's NVE Corp position peaked at $974K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held NVE Corp as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.