LWP
NOTV

Legacy Wealth Planning’s Inotiv NOTV Stock Holding History

Legacy Wealth Planning’s Portfolio NOTV Stock Details NOTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$697K Buy
41,350
+9,750
+31% +$179K 1.15% 21
2022
Q2 		$303K Sell
31,600
-300
-0.9% -$5.03K 0.43% 56
2022
Q1 		$835K Buy
31,900
+11,800
+59% +$331K 0.98% 23
2021
Q4 		$846K Buy
20,100
+3,200
+19% +$143K 0.97% 23
2021
Q3 		$494K Hold
16,900
– – 0.55% 39
2021
Q2 		$451K Buy
16,900
+6,400
+61% +$160K 0.51% 45
2021
Q1 		$210K Buy
+10,500
New +$163K 0.27% 86

Other funds holding NOTV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Wealth Planning's NOTV Position: Q3 2022 in Review

Legacy Wealth Planning increased its Inotiv (NOTV) stake by 31% in Q3 2022, buying an estimated $179K and bringing the position to 41,350 shares worth $697K. The position accounts for 1.15% of the portfolio, ranked #21.

Legacy Wealth Planning first reported a position in NOTV in Q1 2021 and has held it in 7 quarters since. The position peaked at $846K in Q4 2021. 92 funds tracked by Wall St. Rank hold NOTV as of Q3 2022.

  • Legacy Wealth Planning held 41,350 shares of Inotiv worth $697K as of Q3 2022.
  • Legacy Wealth Planning bought 9,750 Inotiv shares in Q3 2022, an estimated $179K.
  • Inotiv made up 1.15% of Legacy Wealth Planning's portfolio in Q3 2022, its #21 holding.
  • Legacy Wealth Planning first reported a position in Inotiv in Q1 2021 and has held it in 7 quarters since.
  • Legacy Wealth Planning's Inotiv position peaked at $846K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Inotiv as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.