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Cassady Schiller Wealth Management’s NovoCure NVCR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio NVCR Stock Details NVCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$4.15K – 468
2023
Q2 		$4.15K Hold
100
– – ﹤0.01% 396
2023
Q1 		$6.01K Hold
100
– – ﹤0.01% 353
2022
Q4 		$7.33K Buy
+100
New +$7.52K ﹤0.01% 339

Other funds holding NVCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Cassady Schiller Wealth Management's NVCR Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of NovoCure (NVCR) in Q3 2023, closing a stake of 100 shares — an estimated $4.15K sold.

Cassady Schiller Wealth Management first reported a position in NVCR in Q4 2022 and held it in 3 quarters. The position peaked at $7.33K in Q4 2022. 226 funds tracked by Wall St. Rank hold NVCR as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining NovoCure position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 100 NovoCure shares in Q3 2023, an estimated $4.15K.
  • Cassady Schiller Wealth Management first reported a position in NovoCure in Q4 2022 and held it in 3 quarters.
  • Cassady Schiller Wealth Management's NovoCure position peaked at $7.33K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held NovoCure as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.