BHWM
NUVA

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

Beaird Harris 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
2023
Q3 		– Sell
-692
Closed -$28.8K – 493
2023
Q2 		$28.8K Hold
692
– – ﹤0.01% 204
2023
Q1 		$28.6K Buy
+692
New +$29.6K 0.01% 202

Other funds holding NUVA

IA
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

Beaird Harris Wealth Management's NUVA Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 692 shares — an estimated $28.8K sold.

Beaird Harris Wealth Management first reported a position in NUVA in Q1 2023 and held it in 2 quarters. The position peaked at $28.8K in Q2 2023. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

  • Beaird Harris Wealth Management reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 692 NuVasive, Inc. shares in Q3 2023, an estimated $28.8K.
  • Beaird Harris Wealth Management first reported a position in NuVasive, Inc. in Q1 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's NuVasive, Inc. position peaked at $28.8K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.