CWA
NOVN

Carolina Wealth Advisors’s Novan, Inc. Common Stock NOVN Stock Holding History

Carolina Wealth Advisors’s Portfolio NOVN Stock Details NOVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$130 – 299
2023
Q1 		$130 Buy
+100
New +$139 ﹤0.01% 265

Other funds holding NOVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $427M AUM 20.88% 1-Year Est. Return

Carolina Wealth Advisors's NOVN Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Novan, Inc. Common Stock (NOVN) in Q2 2023, closing a stake of 100 shares — an estimated $130 sold.

Carolina Wealth Advisors first reported a position in NOVN in Q1 2023 and held it in 1 quarter. The position peaked at $130 in Q1 2023. 33 funds tracked by Wall St. Rank hold NOVN as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Novan, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 100 Novan, Inc. Common Stock shares in Q2 2023, an estimated $130.
  • Carolina Wealth Advisors first reported a position in Novan, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's Novan, Inc. Common Stock position peaked at $130 in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Novan, Inc. Common Stock as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.