BDO Wealth Advisors’s NVR NVR Stock Holding History

BDO Wealth Advisors’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 Q2	$292K	Hold	46	–	–	0.03%	221
2023 Q1	$256K	Hold	46	–	–	0.03%	226
2022 Q4	$212K	Sell	46 -11	-19%	-$48.4K	0.03%	248
2022 Q3	$227K	Hold	57	–	–	0.03%	236
2022 Q2	$228K	Sell	57 -2	-3%	-$8.52K	0.03%	238
2022 Q1	$264K	Buy	59 +1	+2%	+$5.09K	0.03%	236
2021 Q4	$343K	Sell	58 -10	-15%	-$52.8K	0.04%	217
2021 Q3	$326K	Hold	68	–	–	0.04%	225
2021 Q2	$338K	Hold	68	–	–	0.04%	229
2021 Q1	$320K	Hold	68	–	–	0.04%	225
2020 Q4	$277K	Sell	68 -32	-32%	-$133K	0.04%	206
2020 Q3	$408K	Hold	100	–	–	0.07%	147
2020 Q2	$326K	Hold	100	–	–	0.06%	160
2020 Q1	$257K	Buy	+100	New	+$359K	0.05%	180

Other funds holding NVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BDO Wealth Advisors's NVR Position: Q2 2023 in Review

BDO Wealth Advisors held its NVR (NVR) position steady in Q2 2023 at 46 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #221.

BDO Wealth Advisors first reported a position in NVR in Q1 2020 and has held it in 14 quarters since. The position peaked at $408K in Q3 2020. 600 funds tracked by Wall St. Rank hold NVR as of Q2 2023.

BDO Wealth Advisors held 46 shares of NVR worth $292K as of Q2 2023.
BDO Wealth Advisors left its NVR share count unchanged in Q2 2023.
NVR made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #221 holding.
BDO Wealth Advisors first reported a position in NVR in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's NVR position peaked at $408K in Q3 2020.
600 funds tracked by Wall St. Rank held NVR as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.