Savvy Advisors Inc’s NOVONIX NVX Stock Holding History

Savvy Advisors Inc’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 Q2	–	Sell	-1,033	Closed	-$23.1K	–	307
2024 Q1	$23.1K	Hold	1,033	–	–	0.01%	219
2023 Q4	$20K	Buy	+1,033	New	+$19.3K	0.02%	156

Other funds holding NVX

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savvy Advisors Inc's NVX Position: Q2 2024 in Review

Savvy Advisors Inc sold out of NOVONIX (NVX) in Q2 2024, closing a stake of 1,033 shares — an estimated $23.1K sold.

Savvy Advisors Inc first reported a position in NVX in Q4 2023 and held it in 2 quarters. The position peaked at $23.1K in Q1 2024. 17 funds tracked by Wall St. Rank hold NVX as of Q2 2024.

Savvy Advisors Inc reported no remaining NOVONIX position as of Q2 2024 after selling out during the quarter.
Savvy Advisors Inc sold 1,033 NOVONIX shares in Q2 2024, an estimated $23.1K.
Savvy Advisors Inc first reported a position in NOVONIX in Q4 2023 and held it in 2 quarters.
Savvy Advisors Inc's NOVONIX position peaked at $23.1K in Q1 2024.
17 funds tracked by Wall St. Rank held NOVONIX as of Q2 2024.

Based on Savvy Advisors Inc's 13F filing for Q2 2024, filed 14 Aug 2024.