Curated Wealth Partners’s NVR NVR Stock Holding History

Curated Wealth Partners’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
2024 Q1	–	Sell	-139	Closed	-$1.03M	–	229
2023 Q4	$973K	Sell	139 -5	-3%	-$30.8K	0.16%	48
2023 Q3	$859K	Sell	144 -14	-9%	-$86.9K	0.16%	44
2023 Q2	$1M	Sell	158 -7	-4%	-$40.7K	0.19%	35
2023 Q1	$919K	Sell	165 -34	-17%	-$175K	0.21%	37
2022 Q4	$918K	Hold	199	–	–	0.22%	38
2022 Q3	$794K	Buy	199 +6	+3%	+$25.6K	0.23%	38
2022 Q2	$772K	Buy	193 +68	+54%	+$290K	0.23%	41
2022 Q1	$738K	Hold	125	–	–	0.25%	48
2021 Q4	$738K	Buy	125 +1	+0.8%	+$5.28K	0.24%	50
2021 Q3	$594K	Hold	124	–	–	0.33%	60
2021 Q2	$617K	Buy	124 +23	+23%	+$112K	0.34%	55
2021 Q1	$476K	Buy	101 +19	+23%	+$85.3K	0.29%	69
2020 Q4	$335K	Buy	+82	New	+$341K	0.22%	93

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

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

Curated Wealth Partners's NVR Position: Q1 2024 in Review

Curated Wealth Partners sold out of NVR (NVR) in Q1 2024, closing a stake of 139 shares — an estimated $1.03M sold.

Curated Wealth Partners first reported a position in NVR in Q4 2020 and held it in 13 quarters. The position peaked at $1M in Q2 2023. 677 funds tracked by Wall St. Rank hold NVR as of Q1 2024.

Curated Wealth Partners reported no remaining NVR position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 139 NVR shares in Q1 2024, an estimated $1.03M.
Curated Wealth Partners first reported a position in NVR in Q4 2020 and held it in 13 quarters.
Curated Wealth Partners's NVR position peaked at $1M in Q2 2023.
677 funds tracked by Wall St. Rank held NVR as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.