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Optimum Investment Advisors’s Navitas Semiconductor NVTS Stock Holding History

Optimum Investment Advisors’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$4.77K – 651
2024
Q1 		$4.77K Hold
1,000
– – ﹤0.01% 569
2023
Q4 		$8.07K Hold
1,000
– – ﹤0.01% 529
2023
Q3 		$6.95K Hold
1,000
– – ﹤0.01% 582
2023
Q2 		$10.5K Buy
+1,000
New +$7.74K 0.01% 550

Other funds holding NVTS

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
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's NVTS Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Navitas Semiconductor (NVTS) in Q2 2024, closing a stake of 1,000 shares — an estimated $4.77K sold.

Optimum Investment Advisors first reported a position in NVTS in Q2 2023 and held it in 4 quarters. The position peaked at $10.5K in Q2 2023. 147 funds tracked by Wall St. Rank hold NVTS as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Navitas Semiconductor position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Navitas Semiconductor shares in Q2 2024, an estimated $4.77K.
  • Optimum Investment Advisors first reported a position in Navitas Semiconductor in Q2 2023 and held it in 4 quarters.
  • Optimum Investment Advisors's Navitas Semiconductor position peaked at $10.5K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.