BCM
NVX

Brookstone Capital Management’s NOVONIX NVX Stock Holding History

Brookstone Capital Management’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,302
Closed -$19K – 1034
2024
Q3 		$19K Sell
10,302
-194
-2% -$322 ﹤0.01% 996
2024
Q2 		$18.2K Hold
10,496
– – ﹤0.01% 948
2024
Q1 		$23.5K Sell
10,496
-44
-0.4% -$89 ﹤0.01% 914
2023
Q4 		$20.4K Hold
10,540
– – ﹤0.01% 858
2023
Q3 		$17.5K Sell
10,540
-171
-2% -$427 ﹤0.01% 818
2023
Q2 		$28.4K Sell
10,711
-51
-0.5% -$142 ﹤0.01% 815
2023
Q1 		$32.4K Hold
10,762
– – ﹤0.01% 815
2022
Q4 		$49.5K Buy
+10,762
New +$62K ﹤0.01% 801

Other funds holding NVX

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Brookstone Capital Management's NVX Position: Q4 2024 in Review

Brookstone Capital Management sold out of NOVONIX (NVX) in Q4 2024, closing a stake of 10,302 shares — an estimated $19K sold.

Brookstone Capital Management first reported a position in NVX in Q4 2022 and held it in 8 quarters. The position peaked at $49.5K in Q4 2022. 17 funds tracked by Wall St. Rank hold NVX as of Q4 2024.

  • Brookstone Capital Management reported no remaining NOVONIX position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 10,302 NOVONIX shares in Q4 2024, an estimated $19K.
  • Brookstone Capital Management first reported a position in NOVONIX in Q4 2022 and held it in 8 quarters.
  • Brookstone Capital Management's NOVONIX position peaked at $49.5K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held NOVONIX as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.