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Sugarloaf Wealth Management’s Navitas Semiconductor NVTS Stock Holding History

Sugarloaf Wealth Management’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed – – 862
2022
Q2 		$0 Hold
100
– – ﹤0.01% 815
2022
Q1 		$1K Hold
100
– – ﹤0.01% 691
2021
Q4 		$2K Hold
100
– – ﹤0.01% 677
2021
Q3 		$1K Buy
+100
New +$995 ﹤0.01% 734

Other funds holding NVTS

CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return

Sugarloaf Wealth Management's NVTS Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Navitas Semiconductor (NVTS) in Q3 2022, closing a stake of 100 shares.

Sugarloaf Wealth Management first reported a position in NVTS in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 75 funds tracked by Wall St. Rank hold NVTS as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Navitas Semiconductor position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Navitas Semiconductor shares in Q3 2022.
  • Sugarloaf Wealth Management first reported a position in Navitas Semiconductor in Q3 2021 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Navitas Semiconductor position peaked at $2K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.