Glassman Wealth Services’s Sunnova Energy NOVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-526
Closed -$8.02K 1246
2023
Q4
$8.02K Buy
+526
New +$5.76K ﹤0.01% 939
2023
Q2
Sell
-49
Closed -$765 1977
2023
Q1
$765 Sell
49
-13
-21% -$227 ﹤0.01% 1518
2022
Q4
$1.12K Hold
62
﹤0.01% 1396
2022
Q3
$1K Hold
62
﹤0.01% 1470
2022
Q2
$1K Buy
62
+13
+27% +$249 ﹤0.01% 1478
2022
Q1
$1K Buy
49
+14
+40% +$300 ﹤0.01% 1462
2021
Q4
$1K Buy
35
+16
+84% +$577 ﹤0.01% 1437
2021
Q3
$1K Buy
+19
New +$671 ﹤0.01% 1410
2021
Q2
Sell
-3
Closed 1584
2021
Q1
$0 Buy
+3
New +$133 ﹤0.01% 1561

Other funds holding NOVA

Glassman Wealth Services's NOVA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sunnova Energy (NOVA) in Q1 2024, closing a stake of 526 shares — an estimated $8.02K sold.

Glassman Wealth Services first reported a position in NOVA in Q1 2021 and held it in 9 quarters. The position peaked at $8.02K in Q4 2023. 231 funds tracked by Wall St. Rank hold NOVA as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sunnova Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 526 Sunnova Energy shares in Q1 2024, an estimated $8.02K.
  • Glassman Wealth Services first reported a position in Sunnova Energy in Q1 2021 and held it in 9 quarters.
  • Glassman Wealth Services's Sunnova Energy position peaked at $8.02K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.