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Advisory Research’s Nuvalent NUVL Stock Holding History

Advisory Research’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,606
Closed -$1.59M – 267
2023
Q4 		$1.59M Buy
21,606
+14,986
+226% +$927K 0.25% 109
2023
Q3 		$304K Sell
6,620
-4,700
-42% -$209K 0.04% 372
2023
Q2 		$477K Sell
11,320
-2,508
-18% -$94.8K 0.06% 295
2023
Q1 		$361K Sell
13,828
-8,767
-39% -$259K 0.06% 275
2022
Q4 		$673K Buy
22,595
+4,863
+27% +$136K 0.06% 208
2022
Q3 		$345K Buy
+17,732
New +$297K 0.03% 272

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Advisory Research's NUVL Position: Q1 2024 in Review

Advisory Research sold out of Nuvalent (NUVL) in Q1 2024, closing a stake of 21,606 shares — an estimated $1.59M sold.

Advisory Research first reported a position in NUVL in Q3 2022 and held it in 6 quarters. The position peaked at $1.59M in Q4 2023. 180 funds tracked by Wall St. Rank hold NUVL as of Q1 2024.

  • Advisory Research reported no remaining Nuvalent position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 21,606 Nuvalent shares in Q1 2024, an estimated $1.59M.
  • Advisory Research first reported a position in Nuvalent in Q3 2022 and held it in 6 quarters.
  • Advisory Research's Nuvalent position peaked at $1.59M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Nuvalent as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.