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Heritage Wealth Management (Arizona)’s NVR NVR Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		– Sell
-1
Closed -$5K – 915
2021
Q2 		$5K Hold
1
– – ﹤0.01% 751
2021
Q1 		$5K Buy
+1
New +$4.49K ﹤0.01% 649

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NVR Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of NVR (NVR) in Q3 2021, closing a stake of 1 share — an estimated $5K sold.

Heritage Wealth Management (Arizona) first reported a position in NVR in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 502 funds tracked by Wall St. Rank hold NVR as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining NVR position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1 NVR share in Q3 2021, an estimated $5K.
  • Heritage Wealth Management (Arizona) first reported a position in NVR in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s NVR position peaked at $5K in Q2 2021.
  • 502 funds tracked by Wall St. Rank held NVR as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.