Integrated Wealth Concepts’s Sunnova Energy NOVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,613
Closed -$39.8K 1808
2024
Q4
$39.8K Buy
+11,613
New +$58.1K ﹤0.01% 1693

Other funds holding NOVA

Integrated Wealth Concepts's NOVA Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Sunnova Energy (NOVA) in Q1 2025, closing a stake of 11,613 shares — an estimated $39.8K sold.

Integrated Wealth Concepts first reported a position in NOVA in Q4 2024 and held it in 1 quarter. The position peaked at $39.8K in Q4 2024. 161 funds tracked by Wall St. Rank hold NOVA as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Sunnova Energy position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,613 Sunnova Energy shares in Q1 2025, an estimated $39.8K.
  • Integrated Wealth Concepts first reported a position in Sunnova Energy in Q4 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Sunnova Energy position peaked at $39.8K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.