Capstone Investment Advisors
NVMI

Capstone Investment Advisors’s Nova NVMI Stock Holding History

Capstone Investment Advisors’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
2023
Q4 		– Sell
-4,540
Closed -$510K – 2304
2023
Q3 		$510K Buy
4,540
+1,142
+34% +$134K ﹤0.01% 1315
2023
Q2 		$399K Buy
+3,398
New +$348K ﹤0.01% 1259

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Capstone Investment Advisors's NVMI Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Nova (NVMI) in Q4 2023, closing a stake of 4,540 shares — an estimated $510K sold.

Capstone Investment Advisors first reported a position in NVMI in Q2 2023 and held it in 2 quarters. The position peaked at $510K in Q3 2023. 170 funds tracked by Wall St. Rank hold NVMI as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Nova position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,540 Nova shares in Q4 2023, an estimated $510K.
  • Capstone Investment Advisors first reported a position in Nova in Q2 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Nova position peaked at $510K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Nova as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.