EWA
NVR icon

Encompass Wealth Advisors’s NVR NVR Stock Holding History

Encompass 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
2024
Q4 		– Sell
-150
Closed -$1.47M – 125
2024
Q3 		$1.47M Hold
150
– – 0.37% 56
2024
Q2 		$1.14M Hold
150
– – 0.3% 67
2024
Q1 		$1.21M Hold
150
– – 0.32% 66
2023
Q4 		$1.05M Hold
150
– – 0.32% 62
2023
Q3 		$894K Hold
150
– – 0.3% 65
2023
Q2 		$953K Hold
150
– – 0.31% 61
2023
Q1 		$836K Hold
150
– – 0.28% 71
2022
Q4 		$692K Hold
150
– – 0.25% 72
2022
Q3 		$598K Hold
150
– – 0.23% 80
2022
Q2 		$601K Hold
150
– – 0.21% 86
2022
Q1 		$670K Buy
150
+50
+50% +$255K 0.17% 102
2021
Q4 		$591K Hold
100
– – 0.14% 117
2021
Q3 		$479K Sell
100
-15
-13% -$76.2K 0.12% 128
2021
Q2 		$571K Buy
115
+25
+28% +$122K 0.14% 126
2021
Q1 		$459K Hold
90
– – 0.12% 141
2020
Q4 		$367K Buy
+90
New +$374K 0.21% 75

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return