BWL
NUVA

Bogart Wealth LLC’s NuVasive, Inc. NUVA Stock Holding History

Bogart Wealth LLC’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
2018
Q3 		– Sell
-100
Closed -$5K – 365
2018
Q2 		$5K Hold
100
– – ﹤0.01% 284
2018
Q1 		$5K Hold
100
– – ﹤0.01% 285
2017
Q4 		$6K Hold
100
– – ﹤0.01% 274
2017
Q3 		$5K Buy
+100
New +$6.62K ﹤0.01% 281

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's NUVA Position: Q3 2018 in Review

Bogart Wealth LLC sold out of NuVasive, Inc. (NUVA) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in NUVA in Q3 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 287 funds tracked by Wall St. Rank hold NUVA as of Q3 2018.

  • Bogart Wealth LLC reported no remaining NuVasive, Inc. position as of Q3 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 100 NuVasive, Inc. shares in Q3 2018, an estimated $5K.
  • Bogart Wealth LLC first reported a position in NuVasive, Inc. in Q3 2017 and held it in 4 quarters.
  • Bogart Wealth LLC's NuVasive, Inc. position peaked at $6K in Q4 2017.
  • 287 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2018.

Based on Bogart Wealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.