SPIA
NCNA

Steward Partners Investment Advisory’s NuCana NCNA Stock Holding History

Steward Partners Investment Advisory’s Portfolio NCNA Stock Details NCNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Hold
0
– -$520 – 3679
2024
Q1 		– Sell
-11
Closed -$17.4K – 3424
2023
Q4 		$16.3K Sell
11
-4
-27% -$9.17K ﹤0.01% 2499
2023
Q3 		$46.8K Buy
+15
New +$53.6K ﹤0.01% 1939

Other funds holding NCNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Steward Partners Investment Advisory's NCNA Position: Q2 2024 in Review

Steward Partners Investment Advisory held its NuCana (NCNA) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Steward Partners Investment Advisory first reported a position in NCNA in Q3 2023 and has held it in 2 quarters since. The position peaked at $46.8K in Q3 2023. 11 funds tracked by Wall St. Rank hold NCNA as of Q2 2024.

  • Steward Partners Investment Advisory held 0 shares of NuCana worth $0 as of Q2 2024.
  • Steward Partners Investment Advisory left its NuCana share count unchanged in Q2 2024.
  • NuCana made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2024, its #3679 holding.
  • Steward Partners Investment Advisory first reported a position in NuCana in Q3 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's NuCana position peaked at $46.8K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held NuCana as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.