BRWA
NUVA

B. Riley Wealth Advisors’s NuVasive, Inc. NUVA Stock Holding History

B. Riley Wealth Advisors’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
-4,609
Closed -$294K – 917
2019
Q3 		$294K Buy
4,609
+201
+5% +$12.6K 0.03% 598
2019
Q2 		$259K Buy
+4,408
New +$260K 0.03% 625
2013
Q4 		– Sell
-5,092
Closed -$125K – 727
2013
Q3 		$125K Sell
5,092
-508
-9% -$12.5K 0.04% 485
2013
Q2 		$139K Buy
+5,600
New +$123K 0.05% 457

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

B. Riley Wealth Advisors's NUVA Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of NuVasive, Inc. (NUVA) in Q4 2019, closing a stake of 4,609 shares — an estimated $294K sold.

B. Riley Wealth Advisors first reported a position in NUVA in Q2 2013 and held it in 4 quarters. The position peaked at $294K in Q3 2019. 290 funds tracked by Wall St. Rank hold NUVA as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining NuVasive, Inc. position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,609 NuVasive, Inc. shares in Q4 2019, an estimated $294K.
  • B. Riley Wealth Advisors first reported a position in NuVasive, Inc. in Q2 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's NuVasive, Inc. position peaked at $294K in Q3 2019.
  • 290 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.