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	-10,330	Closed	-$23.1K	–	307
2024 Q1	$23.1K	Hold	10,330	–	–	0.01%	219
2023 Q4	$20K	Buy	+10,330	New	+$19.3K	0.02%	156

Other funds holding NVX

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 10,330 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 10,330 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.