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Peak Financial Advisors’s Northrop Grumman NOC Stock Holding History

Peak Financial Advisors’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
-6,103
Closed -$2.92M – 82
2024
Q1 		$2.92M Buy
6,103
+1,242
+26% +$572K 1.78% 20
2023
Q4 		$2.28M Buy
+4,861
New +$2.28M 1.52% 33

Other funds holding NOC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Financial Advisors's NOC Position: Q2 2024 in Review

Peak Financial Advisors sold out of Northrop Grumman (NOC) in Q2 2024, closing a stake of 6,103 shares — an estimated $2.92M sold.

Peak Financial Advisors first reported a position in NOC in Q4 2023 and held it in 2 quarters. The position peaked at $2.92M in Q1 2024. 1,507 funds tracked by Wall St. Rank hold NOC as of Q2 2024.

  • Peak Financial Advisors reported no remaining Northrop Grumman position as of Q2 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 6,103 Northrop Grumman shares in Q2 2024, an estimated $2.92M.
  • Peak Financial Advisors first reported a position in Northrop Grumman in Q4 2023 and held it in 2 quarters.
  • Peak Financial Advisors's Northrop Grumman position peaked at $2.92M in Q1 2024.
  • 1,507 funds tracked by Wall St. Rank held Northrop Grumman as of Q2 2024.

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