EverSource Wealth Advisors’s North American Construction NOA Stock Holding History

EverSource Wealth Advisors’s Portfolio NOA Stock Details NOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-68	Closed	-$1.29K	–	3093
2024 Q2	$1.36K	Hold	68	–	–	﹤0.01%	2660
2024 Q1	$1.44K	Hold	68	–	–	﹤0.01%	2471
2023 Q4	$1.42K	Hold	68	–	–	﹤0.01%	2285
2023 Q3	$1.48K	Hold	68	–	–	﹤0.01%	2095
2023 Q2	$1.3K	Hold	68	–	–	﹤0.01%	2140
2023 Q1	$1.14K	Buy	+68	New	+$1.05K	﹤0.01%	2081

Other funds holding NOA

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

EverSource Wealth Advisors's NOA Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of North American Construction (NOA) in Q3 2024, closing a stake of 68 shares — an estimated $1.29K sold.

EverSource Wealth Advisors first reported a position in NOA in Q1 2023 and held it in 6 quarters. The position peaked at $1.48K in Q3 2023. 81 funds tracked by Wall St. Rank hold NOA as of Q3 2024.

EverSource Wealth Advisors reported no remaining North American Construction position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 68 North American Construction shares in Q3 2024, an estimated $1.29K.
EverSource Wealth Advisors first reported a position in North American Construction in Q1 2023 and held it in 6 quarters.
EverSource Wealth Advisors's North American Construction position peaked at $1.48K in Q3 2023.
81 funds tracked by Wall St. Rank held North American Construction as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.