AO
NVR icon

Advisor OS’s NVR NVR Stock Holding History

Advisor OS’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-291
Closed -$1.74M – 348
2023
Q3 		$1.74M Sell
291
-4
-1% -$24.8K 0.26% 74
2023
Q2 		$1.87M Buy
295
+2
+0.7% +$11.6K 0.31% 62
2023
Q1 		$1.63M Sell
293
-8
-3% -$41.3K 0.39% 60
2022
Q4 		$1.39M Buy
301
+217
+258% +$954K 0.37% 68
2022
Q3 		$335K Sell
84
-225
-73% -$959K 0.1% 156
2022
Q2 		$1.24M Buy
309
+225
+268% +$959K 0.36% 55
2022
Q1 		$375K Sell
84
-4
-5% -$20.4K 0.11% 164
2021
Q4 		$520K Hold
88
– – 0.11% 161
2021
Q3 		$422K Hold
88
– – 0.09% 167
2021
Q2 		$438K Hold
88
– – 0.09% 151
2021
Q1 		$415K Buy
+88
New +$395K 0.09% 129
2020
Q3 		– Sell
-739
Closed -$2.41M – 138
2020
Q2 		$2.41M Buy
+739
New +$2.27M 1.44% 14

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return