JP Morgan Private Wealth Advisors’s Sunnova Energy NOVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,202
Closed -$242K 1762
2023
Q2
$242K Buy
13,202
+150
+1% +$2.54K ﹤0.01% 1324
2023
Q1
$204K Hold
13,052
﹤0.01% 1824
2022
Q4
$235K Hold
13,052
﹤0.01% 1752
2022
Q3
$288K Hold
13,052
﹤0.01% 1666
2022
Q2
$241K Buy
13,052
+1,094
+9% +$20.9K ﹤0.01% 1757
2022
Q1
$276K Sell
11,958
-178
-1% -$3.81K ﹤0.01% 1784
2021
Q4
$339K Buy
12,136
+4,351
+56% +$157K ﹤0.01% 1700
2021
Q3
$256K Buy
7,785
+402
+5% +$14.2K ﹤0.01% 1760
2021
Q2
$278K Buy
+7,383
New +$245K ﹤0.01% 1697

Other funds holding NOVA

JP Morgan Private Wealth Advisors's NOVA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Sunnova Energy (NOVA) in Q3 2023, closing a stake of 13,202 shares — an estimated $242K sold.

JP Morgan Private Wealth Advisors first reported a position in NOVA in Q2 2021 and held it in 9 quarters. The position peaked at $339K in Q4 2021. 228 funds tracked by Wall St. Rank hold NOVA as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Sunnova Energy position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,202 Sunnova Energy shares in Q3 2023, an estimated $242K.
  • JP Morgan Private Wealth Advisors first reported a position in Sunnova Energy in Q2 2021 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's Sunnova Energy position peaked at $339K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Sunnova Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.