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Pinnacle Wealth Planning Services’s Nuvation Bio NUVB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NUVB Stock Details NUVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,761
Closed -$65.9K – 513
2024
Q3 		$65.9K Hold
28,761
– – 0.01% 518
2024
Q2 		$84K Hold
28,761
– – 0.01% 488
2024
Q1 		$105K Buy
+28,761
New +$55.2K 0.02% 483

Other funds holding NUVB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's NUVB Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Nuvation Bio (NUVB) in Q4 2024, closing a stake of 28,761 shares — an estimated $65.9K sold.

Pinnacle Wealth Planning Services first reported a position in NUVB in Q1 2024 and held it in 3 quarters. The position peaked at $105K in Q1 2024. 160 funds tracked by Wall St. Rank hold NUVB as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Nuvation Bio position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 28,761 Nuvation Bio shares in Q4 2024, an estimated $65.9K.
  • Pinnacle Wealth Planning Services first reported a position in Nuvation Bio in Q1 2024 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Nuvation Bio position peaked at $105K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Nuvation Bio as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.