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 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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Encompass Wealth Advisors's NVR Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of NVR (NVR) in Q4 2024, closing a stake of 150 shares — an estimated $1.47M sold.

Encompass Wealth Advisors first reported a position in NVR in Q4 2020 and held it in 16 quarters. The position peaked at $1.47M in Q3 2024. 701 funds tracked by Wall St. Rank hold NVR as of Q4 2024.

Encompass Wealth Advisors reported no remaining NVR position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 150 NVR shares in Q4 2024, an estimated $1.47M.
Encompass Wealth Advisors first reported a position in NVR in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's NVR position peaked at $1.47M in Q3 2024.
701 funds tracked by Wall St. Rank held NVR as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.