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United Capital Financial Advisors’s NovoCure NVCR Stock Holding History

United Capital Financial Advisors’s Portfolio NVCR Stock Details NVCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,124
Closed -$1.11M – 1038
2022
Q4 		$1.11M Buy
15,124
+7,126
+89% +$536K 0.01% 585
2022
Q3 		$608K Sell
7,998
-74
-0.9% -$5.77K ﹤0.01% 724
2022
Q2 		$561K Buy
8,072
+172
+2% +$13K ﹤0.01% 769
2022
Q1 		$655K Buy
7,900
+425
+6% +$31.3K ﹤0.01% 775
2021
Q4 		$561K Hold
7,475
– – ﹤0.01% 828
2021
Q3 		$868K Sell
7,475
-5
-0.1% -$756 ﹤0.01% 712
2021
Q2 		$1.66M Buy
7,480
+4
+0.1% +$778 0.01% 581
2021
Q1 		$988K Sell
7,476
-11
-0.1% -$1.74K 0.01% 676
2020
Q4 		$1.3M Buy
7,487
+18
+0.2% +$2.46K 0.01% 611
2020
Q3 		$831K Sell
7,469
-600
-7% -$48K 0.01% 704
2020
Q2 		$478K Buy
8,069
+600
+8% +$39.5K ﹤0.01% 880
2020
Q1 		$503K Buy
7,469
+11
+0.1% +$869 ﹤0.01% 812
2019
Q4 		$628K Hold
7,458
– – ﹤0.01% 926
2019
Q3 		$558K Buy
7,458
+59
+0.8% +$4.72K ﹤0.01% 923
2019
Q2 		$468K Buy
7,399
+87
+1% +$4.41K ﹤0.01% 1070
2019
Q1 		$352K Hold
7,312
– – ﹤0.01% 1080
2018
Q4 		$245K Sell
7,312
-1,263
-15% -$46.2K ﹤0.01% 1137
2018
Q3 		$449K Buy
8,575
+263
+3% +$10.5K ﹤0.01% 993
2018
Q2 		$260K Buy
+8,312
New +$231K ﹤0.01% 1138

Other funds holding NVCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return

United Capital Financial Advisors's NVCR Position: Q1 2023 in Review

United Capital Financial Advisors sold out of NovoCure (NVCR) in Q1 2023, closing a stake of 15,124 shares — an estimated $1.11M sold.

United Capital Financial Advisors first reported a position in NVCR in Q2 2018 and held it in 19 quarters. The position peaked at $1.66M in Q2 2021. 295 funds tracked by Wall St. Rank hold NVCR as of Q1 2023.

  • United Capital Financial Advisors reported no remaining NovoCure position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,124 NovoCure shares in Q1 2023, an estimated $1.11M.
  • United Capital Financial Advisors first reported a position in NovoCure in Q2 2018 and held it in 19 quarters.
  • United Capital Financial Advisors's NovoCure position peaked at $1.66M in Q2 2021.
  • 295 funds tracked by Wall St. Rank held NovoCure as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.