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Rockbridge Investment Management’s Nuvalent NUVL Stock Holding History

Rockbridge Investment Management’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-89
Closed -$1.31K – 752
2022
Q1 		$1.31K Hold
89
– – ﹤0.01% 719
2021
Q4 		$2K Hold
89
– – ﹤0.01% 735
2021
Q3 		$2K Buy
+89
New +$2.58K ﹤0.01% 682

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Rockbridge Investment Management's NUVL Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Nuvalent (NUVL) in Q2 2022, closing a stake of 89 shares — an estimated $1.31K sold.

Rockbridge Investment Management first reported a position in NUVL in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 55 funds tracked by Wall St. Rank hold NUVL as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Nuvalent position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 89 Nuvalent shares in Q2 2022, an estimated $1.31K.
  • Rockbridge Investment Management first reported a position in Nuvalent in Q3 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Nuvalent position peaked at $2K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Nuvalent as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.