VitalStone Financial’s Nova NVMI Stock Holding History

VitalStone Financial’s Portfolio NVMI Stock Details NVMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$3K	–	556
2023 Q3	$3K	Buy	+25	New	+$2.94K	﹤0.01%	337

Other funds holding NVMI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

VitalStone Financial's NVMI Position: Q4 2023 in Review

VitalStone Financial sold out of Nova (NVMI) in Q4 2023, closing a stake of 25 shares — an estimated $3K sold.

VitalStone Financial first reported a position in NVMI in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 170 funds tracked by Wall St. Rank hold NVMI as of Q4 2023.

VitalStone Financial reported no remaining Nova position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 25 Nova shares in Q4 2023, an estimated $3K.
VitalStone Financial first reported a position in Nova in Q3 2023 and held it in 1 quarter.
VitalStone Financial's Nova position peaked at $3K in Q3 2023.
170 funds tracked by Wall St. Rank held Nova as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.