GWS
NUVA

Glassman Wealth Services’s NuVasive, Inc. NUVA Stock Holding History

Glassman Wealth Services’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
-17
Closed -$707 – 2090
2023
Q2 		$707 Hold
17
– – ﹤0.01% 1559
2023
Q1 		$702 Hold
17
– – ﹤0.01% 1550
2022
Q4 		$701 Buy
+17
New +$688 ﹤0.01% 1528
2020
Q1 		– Sell
-7
Closed -$1K – 1673
2019
Q4 		$1K Hold
7
– – ﹤0.01% 1095
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1458
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1449
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1244
2018
Q4 		$0 Hold
7
– – ﹤0.01% 1027
2018
Q3 		$0 Hold
7
– – ﹤0.01% 993
2018
Q2 		$0 Hold
7
– – ﹤0.01% 988
2018
Q1 		$0 Buy
+7
New +$355 ﹤0.01% 960

Other funds holding NUVA

IA
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

Glassman Wealth Services's NUVA Position: Q3 2023 in Review

Glassman Wealth Services sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 17 shares — an estimated $707 sold.

Glassman Wealth Services first reported a position in NUVA in Q1 2018 and held it in 11 quarters. The position peaked at $1K in Q4 2019. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

  • Glassman Wealth Services reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 17 NuVasive, Inc. shares in Q3 2023, an estimated $707.
  • Glassman Wealth Services first reported a position in NuVasive, Inc. in Q1 2018 and held it in 11 quarters.
  • Glassman Wealth Services's NuVasive, Inc. position peaked at $1K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.