HWA
NVX

HHM Wealth Advisors’s NOVONIX NVX Stock Holding History

HHM Wealth Advisors’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-170
Closed -$363 – 800
2023
Q3 		$363 Hold
170
– – ﹤0.01% 758
2023
Q2 		$451 Hold
170
– – ﹤0.01% 774
2023
Q1 		$612 Hold
170
– – ﹤0.01% 785
2022
Q4 		$697 Hold
170
– – ﹤0.01% 657
2022
Q3 		$1K Buy
+170
New +$1.13K ﹤0.01% 625

Other funds holding NVX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

HHM Wealth Advisors's NVX Position: Q4 2023 in Review

HHM Wealth Advisors sold out of NOVONIX (NVX) in Q4 2023, closing a stake of 170 shares — an estimated $363 sold.

HHM Wealth Advisors first reported a position in NVX in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 14 funds tracked by Wall St. Rank hold NVX as of Q4 2023.

  • HHM Wealth Advisors reported no remaining NOVONIX position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 170 NOVONIX shares in Q4 2023, an estimated $363.
  • HHM Wealth Advisors first reported a position in NOVONIX in Q3 2022 and held it in 5 quarters.
  • HHM Wealth Advisors's NOVONIX position peaked at $1K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held NOVONIX as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.