FFM
NOVN

Forum Financial Management’s Novan, Inc. Common Stock NOVN Stock Holding History

Forum Financial Management’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
2022
Q4 		– Sell
-15,000
Closed -$28K – 608
2022
Q3 		$28K Buy
+15,000
New +$37.8K ﹤0.01% 538

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $427M AUM 20.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Forum Financial Management's NOVN Position: Q4 2022 in Review

Forum Financial Management sold out of Novan, Inc. Common Stock (NOVN) in Q4 2022, closing a stake of 15,000 shares — an estimated $28K sold.

Forum Financial Management first reported a position in NOVN in Q3 2022 and held it in 1 quarter. The position peaked at $28K in Q3 2022. 31 funds tracked by Wall St. Rank hold NOVN as of Q4 2022.

  • Forum Financial Management reported no remaining Novan, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 15,000 Novan, Inc. Common Stock shares in Q4 2022, an estimated $28K.
  • Forum Financial Management first reported a position in Novan, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Forum Financial Management's Novan, Inc. Common Stock position peaked at $28K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Novan, Inc. Common Stock as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.