Jones Financial Companies’s NuVasive, Inc. NUVA Stock Holding History

Jones Financial Companies’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	-200	Closed	-$8.32K	–	725
2023 Q2	$8.32K	Hold	200	–	–	﹤0.01%	478
2023 Q1	$8.26K	Sell	200 -300	-60%	-$12.8K	﹤0.01%	486
2022 Q4	$21K	Hold	500	–	–	﹤0.01%	422
2022 Q3	$22K	Hold	500	–	–	﹤0.01%	376
2022 Q2	$25K	Hold	500	–	–	﹤0.01%	383
2022 Q1	$28K	Sell	500 -500	-50%	-$26.6K	﹤0.01%	401
2021 Q4	$52K	Buy	1,000 +891	+817%	+$48.4K	﹤0.01%	362
2021 Q3	$7K	Hold	109	–	–	﹤0.01%	553
2021 Q2	$7K	Buy	+109	New	+$7.44K	﹤0.01%	528
2021 Q1	–	Sell	-66	Closed	-$4K	–	886
2020 Q4	$4K	Buy	+66	New	+$3.25K	﹤0.01%	538

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

Jones Financial Companies's NUVA Position: Q3 2023 in Review

Jones Financial Companies sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 200 shares — an estimated $8.32K sold.

Jones Financial Companies first reported a position in NUVA in Q4 2020 and held it in 10 quarters. The position peaked at $52K in Q4 2021. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Jones Financial Companies reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Jones Financial Companies sold 200 NuVasive, Inc. shares in Q3 2023, an estimated $8.32K.
Jones Financial Companies first reported a position in NuVasive, Inc. in Q4 2020 and held it in 10 quarters.
Jones Financial Companies's NuVasive, Inc. position peaked at $52K in Q4 2021.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Jones Financial Companies's 13F filing for Q3 2023, filed 14 Nov 2023.