AFAS
NUVA

Acorn Financial Advisory Services’s NuVasive, Inc. NUVA Stock Holding History

Acorn Financial Advisory Services’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,786
Closed -$989K – 254
2023
Q2 		$989K Sell
23,786
-900
-4% -$36.9K 0.18% 84
2023
Q1 		$1.02M Buy
24,686
+1,962
+9% +$83.9K 0.2% 76
2022
Q4 		$937K Buy
22,724
+126
+0.6% +$5.1K 0.2% 73
2022
Q3 		$990K Sell
22,598
-1,521
-6% -$73.7K 0.24% 65
2022
Q2 		$1.19M Sell
24,119
-2,135
-8% -$115K 0.28% 52
2022
Q1 		$1.49M Sell
26,254
-596
-2% -$31.7K 0.3% 56
2021
Q4 		$1.41M Buy
26,850
+446
+2% +$24.2K 0.28% 60
2021
Q3 		$1.58M Buy
26,404
+3,358
+15% +$207K 0.49% 50
2021
Q2 		$1.56M Sell
23,046
-566
-2% -$38.6K 0.46% 62
2021
Q1 		$1.55M Buy
23,612
+2,899
+14% +$174K 0.57% 47
2020
Q4 		$1.17M Buy
20,713
+4,942
+31% +$243K 0.46% 61
2020
Q3 		$766K Buy
15,771
+5,630
+56% +$303K 0.4% 72
2020
Q2 		$564K Sell
10,141
-16
-0.2% -$925 0.39% 90
2020
Q1 		$515K Buy
10,157
+505
+5% +$33.9K 0.51% 67
2019
Q4 		$746K Buy
+9,652
New +$681K 0.63% 50

Other funds holding NUVA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Acorn Financial Advisory Services's NUVA Position: Q3 2023 in Review

Acorn Financial Advisory Services sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 23,786 shares — an estimated $989K sold.

Acorn Financial Advisory Services first reported a position in NUVA in Q4 2019 and held it in 15 quarters. The position peaked at $1.58M in Q3 2021. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

  • Acorn Financial Advisory Services reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 23,786 NuVasive, Inc. shares in Q3 2023, an estimated $989K.
  • Acorn Financial Advisory Services first reported a position in NuVasive, Inc. in Q4 2019 and held it in 15 quarters.
  • Acorn Financial Advisory Services's NuVasive, Inc. position peaked at $1.58M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2023, filed 10 Oct 2023.