AWM
NUVA

Alterna Wealth Management’s NuVasive, Inc. NUVA Stock Holding History

Alterna Wealth Management’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
2019
Q4 		– Sell
-3,427
Closed -$217K – 135
2019
Q3 		$217K Buy
+3,427
New +$214K 0.26% 96

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alterna Wealth Management's NUVA Position: Q4 2019 in Review

Alterna Wealth Management sold out of NuVasive, Inc. (NUVA) in Q4 2019, closing a stake of 3,427 shares — an estimated $217K sold.

Alterna Wealth Management first reported a position in NUVA in Q3 2019 and held it in 1 quarter. The position peaked at $217K in Q3 2019. 290 funds tracked by Wall St. Rank hold NUVA as of Q4 2019.

  • Alterna Wealth Management reported no remaining NuVasive, Inc. position as of Q4 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 3,427 NuVasive, Inc. shares in Q4 2019, an estimated $217K.
  • Alterna Wealth Management first reported a position in NuVasive, Inc. in Q3 2019 and held it in 1 quarter.
  • Alterna Wealth Management's NuVasive, Inc. position peaked at $217K in Q3 2019.
  • 290 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2019.

Based on Alterna Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.