HighMark Wealth Management’s NuVasive, Inc. NUVA Stock Holding History

HighMark Wealth 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
2023 Q3	–	Sell	-500	Closed	-$20.8K	–	587
2023 Q2	$20.8K	Hold	500	–	–	0.02%	181
2023 Q1	$20.7K	Hold	500	–	–	0.02%	207
2022 Q4	$20.6K	Hold	500	–	–	0.02%	166
2022 Q3	$22K	Hold	500	–	–	0.02%	155
2022 Q2	$25K	Hold	500	–	–	0.02%	142
2022 Q1	$28K	Hold	500	–	–	0.02%	144
2021 Q4	$26K	Hold	500	–	–	0.02%	155
2021 Q3	$30K	Hold	500	–	–	0.02%	151
2021 Q2	$34K	Hold	500	–	–	0.03%	144
2021 Q1	$33K	Hold	500	–	–	0.03%	133
2020 Q4	$28K	Hold	500	–	–	0.02%	140
2020 Q3	$24K	Hold	500	–	–	0.02%	153
2020 Q2	$28K	Hold	500	–	–	0.03%	110
2020 Q1	$25K	Hold	500	–	–	0.03%	102
2019 Q4	$38K	Buy	+500	New	+$35.3K	0.04%	95

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

HighMark Wealth Management's NUVA Position: Q3 2023 in Review

HighMark Wealth Management sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 500 shares — an estimated $20.8K sold.

HighMark Wealth Management first reported a position in NUVA in Q4 2019 and held it in 15 quarters. The position peaked at $38K in Q4 2019. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

HighMark Wealth Management reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
HighMark Wealth Management sold 500 NuVasive, Inc. shares in Q3 2023, an estimated $20.8K.
HighMark Wealth Management first reported a position in NuVasive, Inc. in Q4 2019 and held it in 15 quarters.
HighMark Wealth Management's NuVasive, Inc. position peaked at $38K in Q4 2019.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on HighMark Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.