FFM
NUVA

Forum Financial Management’s NuVasive, Inc. NUVA Stock Holding History

Forum Financial Management’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
2022
Q1 		– Sell
-5,789
Closed -$304K – 688
2021
Q4 		$304K Buy
+5,789
New +$315K 0.02% 418

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Forum Financial Management's NUVA Position: Q1 2022 in Review

Forum Financial Management sold out of NuVasive, Inc. (NUVA) in Q1 2022, closing a stake of 5,789 shares — an estimated $304K sold.

Forum Financial Management first reported a position in NUVA in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 245 funds tracked by Wall St. Rank hold NUVA as of Q1 2022.

  • Forum Financial Management reported no remaining NuVasive, Inc. position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 5,789 NuVasive, Inc. shares in Q1 2022, an estimated $304K.
  • Forum Financial Management first reported a position in NuVasive, Inc. in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's NuVasive, Inc. position peaked at $304K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.