RA
NVX

Rise Advisors’s NOVONIX NVX Stock Holding History

Rise Advisors’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-456
Closed -$839 – 1183
2024
Q3 		$839 Hold
456
– – ﹤0.01% 1170
2024
Q2 		$816 Hold
456
– – ﹤0.01% 1168
2024
Q1 		$1.02K Hold
456
– – ﹤0.01% 1180
2023
Q4 		$885 Hold
456
– – ﹤0.01% 529
2023
Q3 		$971 Buy
+456
New +$1.14K ﹤0.01% 539

Other funds holding NVX

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Rise Advisors's NVX Position: Q4 2024 in Review

Rise Advisors sold out of NOVONIX (NVX) in Q4 2024, closing a stake of 456 shares — an estimated $839 sold.

Rise Advisors first reported a position in NVX in Q3 2023 and held it in 5 quarters. The position peaked at $1.02K in Q1 2024. 17 funds tracked by Wall St. Rank hold NVX as of Q4 2024.

  • Rise Advisors reported no remaining NOVONIX position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 456 NOVONIX shares in Q4 2024, an estimated $839.
  • Rise Advisors first reported a position in NOVONIX in Q3 2023 and held it in 5 quarters.
  • Rise Advisors's NOVONIX position peaked at $1.02K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held NOVONIX as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.