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Holistic Financial Partners’s Northrop Grumman NOC Stock Holding History

Holistic Financial Partners’s Portfolio NOC Stock Details NOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-576
Closed -$276K – 133
2024
Q1 		$276K Sell
576
-99
-15% -$45.6K 0.14% 90
2023
Q4 		$316K Buy
+675
New +$316K 0.19% 71

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Bank of America
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's NOC Position: Q2 2024 in Review

Holistic Financial Partners sold out of Northrop Grumman (NOC) in Q2 2024, closing a stake of 576 shares — an estimated $276K sold.

Holistic Financial Partners first reported a position in NOC in Q4 2023 and held it in 2 quarters. The position peaked at $316K in Q4 2023. 1,507 funds tracked by Wall St. Rank hold NOC as of Q2 2024.

  • Holistic Financial Partners reported no remaining Northrop Grumman position as of Q2 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 576 Northrop Grumman shares in Q2 2024, an estimated $276K.
  • Holistic Financial Partners first reported a position in Northrop Grumman in Q4 2023 and held it in 2 quarters.
  • Holistic Financial Partners's Northrop Grumman position peaked at $316K in Q4 2023.
  • 1,507 funds tracked by Wall St. Rank held Northrop Grumman as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.