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Independent Solutions Wealth Management’s NVR NVR Stock Holding History

Independent Solutions Wealth Management’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
2020
Q1 		– Sell
-65
Closed -$248K – 141
2019
Q4 		$248K Buy
+65
New +$241K 0.11% 142

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Independent Solutions Wealth Management's NVR Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of NVR (NVR) in Q1 2020, closing a stake of 65 shares — an estimated $248K sold.

Independent Solutions Wealth Management first reported a position in NVR in Q4 2019 and held it in 1 quarter. The position peaked at $248K in Q4 2019. 448 funds tracked by Wall St. Rank hold NVR as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining NVR position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 65 NVR shares in Q1 2020, an estimated $248K.
  • Independent Solutions Wealth Management first reported a position in NVR in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's NVR position peaked at $248K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held NVR as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.