AOWM
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Alpha Omega Wealth Management’s NVR NVR Stock Holding History

Alpha Omega Wealth Management’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
2024
Q4 		– Sell
-24
Closed -$235K – 208
2024
Q3 		$235K Buy
+24
New +$210K 0.04% 189
2024
Q2 		– Sell
-25
Closed -$202K – 211
2024
Q1 		$202K Buy
+25
New +$186K 0.04% 207
2022
Q1 		– Sell
-155
Closed -$882K – 225
2021
Q4 		$882K Sell
155
-424
-73% -$2.24M 0.14% 123
2021
Q3 		$2.78M Sell
579
-10
-2% -$50.8K 0.45% 67
2021
Q2 		$2.93M Sell
589
-51
-8% -$248K 0.48% 66
2021
Q1 		$3.02M Sell
640
-6
-0.9% -$26.9K 0.53% 56
2020
Q4 		$2.64M Buy
646
+150
+30% +$624K 0.45% 61
2020
Q3 		$2.02M Hold
496
– – 0.29% 67
2020
Q2 		$1.62M Hold
496
– – 0.25% 73
2020
Q1 		$1.27M Sell
496
-162
-25% -$581K 0.23% 75
2019
Q4 		$2.51M Hold
658
– – 0.4% 62
2019
Q3 		$2.25M Buy
658
+159
+32% +$560K 0.37% 66
2019
Q2 		$1.68M Sell
499
-150
-23% -$481K 0.71% 48
2019
Q1 		$1.8M Hold
649
– – 0.81% 46
2018
Q4 		$1.58M Sell
649
-42
-6% -$99.3K 0.8% 41
2018
Q3 		$1.71M Hold
691
– – 0.77% 44
2018
Q2 		$2.05M Hold
691
– – 1.01% 39
2018
Q1 		$1.94M Hold
691
– – 0.97% 41
2017
Q4 		$2.42M Sell
691
-30
-4% -$97.6K 1.19% 35
2017
Q3 		$2.06M Sell
721
-504
-41% -$1.35M 1.03% 38
2017
Q2 		$2.95M Buy
1,225
+2
+0.2% +$4.51K 1.52% 27
2017
Q1 		$2.58M Sell
1,223
-50
-4% -$94.7K 1.37% 30
2016
Q4 		$2.13M Sell
1,273
-48
-4% -$76.6K 1.12% 35
2016
Q3 		$2.17M Hold
1,321
– – 1.72% 30
2016
Q2 		$2.35M Sell
1,321
-65
-5% -$111K 1.99% 23
2016
Q1 		$2.4M Hold
1,386
– – 2% 23
2015
Q4 		$2.28M Buy
+1,386
New +$2.27M 1.99% 25

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alpha Omega Wealth Management's NVR Position: Q4 2024 in Review

Alpha Omega Wealth Management sold out of NVR (NVR) in Q4 2024, closing a stake of 24 shares — an estimated $235K sold.

Alpha Omega Wealth Management first reported a position in NVR in Q4 2015 and held it in 27 quarters. The position peaked at $3.02M in Q1 2021. 699 funds tracked by Wall St. Rank hold NVR as of Q4 2024.

  • Alpha Omega Wealth Management reported no remaining NVR position as of Q4 2024 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 24 NVR shares in Q4 2024, an estimated $235K.
  • Alpha Omega Wealth Management first reported a position in NVR in Q4 2015 and held it in 27 quarters.
  • Alpha Omega Wealth Management's NVR position peaked at $3.02M in Q1 2021.
  • 699 funds tracked by Wall St. Rank held NVR as of Q4 2024.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.