BOPW
NVMI

Brandywine Oak Private Wealth’s Nova NVMI Stock Holding History

Brandywine Oak Private Wealth’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,750
Closed -$234K – 281
2022
Q3 		$234K Sell
2,750
-696
-20% -$68.4K 0.03% 254
2022
Q2 		$305K Buy
3,446
+1,199
+53% +$119K 0.04% 238
2022
Q1 		$244K Buy
2,247
+599
+36% +$70K 0.03% 307
2021
Q4 		$270K Buy
+1,648
New +$199K 0.03% 276

Other funds holding NVMI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Brandywine Oak Private Wealth's NVMI Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Nova (NVMI) in Q4 2022, closing a stake of 2,750 shares — an estimated $234K sold.

Brandywine Oak Private Wealth first reported a position in NVMI in Q4 2021 and held it in 4 quarters. The position peaked at $305K in Q2 2022. 134 funds tracked by Wall St. Rank hold NVMI as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Nova position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,750 Nova shares in Q4 2022, an estimated $234K.
  • Brandywine Oak Private Wealth first reported a position in Nova in Q4 2021 and held it in 4 quarters.
  • Brandywine Oak Private Wealth's Nova position peaked at $305K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Nova as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.