Linscomb Wealth’s NuVasive, Inc. NUVA Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-7,907	Closed	-$401K	–	395
2020 Q1	$401K	Sell	7,907 -8,343	-51%	-$559K	0.04%	291
2019 Q4	$1.26M	Buy	+16,250	New	+$1.15M	0.08%	168

Other funds holding NUVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Linscomb Wealth's NUVA Position: Q2 2020 in Review

Linscomb Wealth sold out of NuVasive, Inc. (NUVA) in Q2 2020, closing a stake of 7,907 shares — an estimated $401K sold.

Linscomb Wealth first reported a position in NUVA in Q4 2019 and held it in 2 quarters. The position peaked at $1.26M in Q4 2019. 290 funds tracked by Wall St. Rank hold NUVA as of Q2 2020.

Linscomb Wealth reported no remaining NuVasive, Inc. position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 7,907 NuVasive, Inc. shares in Q2 2020, an estimated $401K.
Linscomb Wealth first reported a position in NuVasive, Inc. in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's NuVasive, Inc. position peaked at $1.26M in Q4 2019.
290 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.