Allworth Financial’s NuVasive, Inc. NUVA Stock Holding History

Allworth Financial’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	-50	Closed	-$2.08K	–	3582
2023 Q2	$2.08K	Hold	50	–	–	﹤0.01%	2469
2023 Q1	$2.07K	Hold	50	–	–	﹤0.01%	2392
2022 Q4	$2.06K	Hold	50	–	–	﹤0.01%	2234
2022 Q3	$2K	Sell	50 -6	-11%	-$291	﹤0.01%	2270
2022 Q2	$3K	Hold	56	–	–	﹤0.01%	1959
2022 Q1	$3K	Buy	56 +6	+12%	+$319	﹤0.01%	1756
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	1691
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	1637
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	1338
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	1263
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	1113
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	1043
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	978
2020 Q1	$3K	Buy	+50	New	+$3.35K	﹤0.01%	1017

Other funds holding NUVA

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

Allworth Financial's NUVA Position: Q3 2023 in Review

Allworth Financial sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 50 shares — an estimated $2.08K sold.

Allworth Financial first reported a position in NUVA in Q1 2020 and held it in 14 quarters. The position peaked at $3K in Q2 2022. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Allworth Financial reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Allworth Financial sold 50 NuVasive, Inc. shares in Q3 2023, an estimated $2.08K.
Allworth Financial first reported a position in NuVasive, Inc. in Q1 2020 and held it in 14 quarters.
Allworth Financial's NuVasive, Inc. position peaked at $3K in Q2 2022.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.