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SOA Wealth Advisors’s NOV NOV Stock Holding History

SOA Wealth Advisors’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$273 – 896
2024
Q1 		$273 Hold
14
– – ﹤0.01% 840
2023
Q4 		$284 Hold
14
– – ﹤0.01% 829
2023
Q3 		$293 Hold
14
– – ﹤0.01% 854
2023
Q2 		$225 Hold
14
– – ﹤0.01% 874
2023
Q1 		$259 Hold
14
– – ﹤0.01% 886
2022
Q4 		$292 Hold
14
– – ﹤0.01% 881
2022
Q3 		$0 Hold
14
– – ﹤0.01% 931
2022
Q2 		$0 Sell
14
-34
-71% -$640 ﹤0.01% 955
2022
Q1 		$0 Hold
48
– – ﹤0.01% 971
2021
Q4 		$0 Hold
48
– – ﹤0.01% 947
2021
Q3 		$0 Hold
48
– – ﹤0.01% 960
2021
Q2 		$0 Buy
48
+15
+45% +$233 ﹤0.01% 938
2021
Q1 		$0 Sell
33
-38
-54% -$551 ﹤0.01% 888
2020
Q4 		$0 Buy
+71
New +$803 ﹤0.01% 857

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOA Wealth Advisors's NOV Position: Q2 2024 in Review

SOA Wealth Advisors sold out of NOV (NOV) in Q2 2024, closing a stake of 14 shares — an estimated $273 sold.

SOA Wealth Advisors first reported a position in NOV in Q4 2020 and held it in 14 quarters. The position peaked at $293 in Q3 2023. 398 funds tracked by Wall St. Rank hold NOV as of Q2 2024.

  • SOA Wealth Advisors reported no remaining NOV position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 14 NOV shares in Q2 2024, an estimated $273.
  • SOA Wealth Advisors first reported a position in NOV in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's NOV position peaked at $293 in Q3 2023.
  • 398 funds tracked by Wall St. Rank held NOV as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.