CWP
NOVA

Concord Wealth Partners’s Sunnova Energy NOVA Stock Holding History

Concord Wealth Partners’s Portfolio NOVA Stock Details NOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-390
Closed -$9K – 1328
2022
Q1 		$9K Sell
390
-100
-20% -$2.14K ﹤0.01% 805
2021
Q4 		$14K Buy
490
+249
+103% +$8.97K ﹤0.01% 718
2021
Q3 		$8K Sell
241
-204
-46% -$7.2K ﹤0.01% 507
2021
Q2 		$17K Buy
445
+408
+1,103% +$13.6K ﹤0.01% 540
2021
Q1 		$2K Buy
+37
New +$1.64K ﹤0.01% 839

Other funds holding NOVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Concord Wealth Partners's NOVA Position: Q2 2022 in Review

Concord Wealth Partners sold out of Sunnova Energy (NOVA) in Q2 2022, closing a stake of 390 shares — an estimated $9K sold.

Concord Wealth Partners first reported a position in NOVA in Q1 2021 and held it in 5 quarters. The position peaked at $17K in Q2 2021. 223 funds tracked by Wall St. Rank hold NOVA as of Q2 2022.

  • Concord Wealth Partners reported no remaining Sunnova Energy position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 390 Sunnova Energy shares in Q2 2022, an estimated $9K.
  • Concord Wealth Partners first reported a position in Sunnova Energy in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Sunnova Energy position peaked at $17K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Sunnova Energy as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.