Financial Perspectives’s NuVasive, Inc. NUVA Stock Holding History

Financial Perspectives’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	-31	Closed	-$1.29K	–	711
2023 Q2	$1.29K	Hold	31	–	–	﹤0.01%	611
2023 Q1	$1.28K	Hold	31	–	–	﹤0.01%	610
2022 Q4	$1.28K	Hold	31	–	–	﹤0.01%	614
2022 Q3	$1.36K	Hold	31	–	–	﹤0.01%	611
2022 Q2	$1.52K	Hold	31	–	–	﹤0.01%	610
2022 Q1	$1.76K	Hold	31	–	–	﹤0.01%	617
2021 Q4	$1.63K	Hold	31	–	–	﹤0.01%	596
2021 Q3	$1.85K	Hold	31	–	–	﹤0.01%	590
2021 Q2	$2.1K	Sell	31 -2,001	-98%	-$137K	﹤0.01%	605
2021 Q1	$31K	Buy	2,032 +2,001	+6,455%	+$120K	﹤0.01%	575
2020 Q4	$1.75K	Hold	31	–	–	﹤0.01%	549
2020 Q3	$1.51K	Hold	31	–	–	﹤0.01%	511
2020 Q2	$1.73K	Hold	31	–	–	﹤0.01%	491
2020 Q1	$1.57K	Hold	31	–	–	﹤0.01%	466
2019 Q4	$2.4K	Buy	+31	New	+$2.19K	﹤0.01%	444

Other funds holding NUVA

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

Financial Perspectives's NUVA Position: Q3 2023 in Review

Financial Perspectives sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 31 shares — an estimated $1.29K sold.

Financial Perspectives first reported a position in NUVA in Q4 2019 and held it in 15 quarters. The position peaked at $31K in Q1 2021. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Financial Perspectives reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Financial Perspectives sold 31 NuVasive, Inc. shares in Q3 2023, an estimated $1.29K.
Financial Perspectives first reported a position in NuVasive, Inc. in Q4 2019 and held it in 15 quarters.
Financial Perspectives's NuVasive, Inc. position peaked at $31K in Q1 2021.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Financial Perspectives's 13F filing for Q3 2023, filed 10 Jan 2024.