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Lugano Financial Advisors SA (LFA)’s NVR NVR Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2024
Q1 		– Sell
-19
Closed -$133K – 181
2023
Q4 		$133K Hold
19
– – 0.1% 73
2023
Q3 		$113K Buy
+19
New +$118K 0.1% 79

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s NVR Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of NVR (NVR) in Q1 2024, closing a stake of 19 shares — an estimated $133K sold.

Lugano Financial Advisors SA (LFA) first reported a position in NVR in Q3 2023 and held it in 2 quarters. The position peaked at $133K in Q4 2023. 676 funds tracked by Wall St. Rank hold NVR as of Q1 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining NVR position as of Q1 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 19 NVR shares in Q1 2024, an estimated $133K.
  • Lugano Financial Advisors SA (LFA) first reported a position in NVR in Q3 2023 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s NVR position peaked at $133K in Q4 2023.
  • 676 funds tracked by Wall St. Rank held NVR as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.