Next Financial Group’s NuVasive, Inc. NUVA Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	2828
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	2715
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	2597
2021 Q1	$1K	Buy	+14	New	+$840	﹤0.01%	2496
2020 Q1	–	Sell	-168	Closed	-$13K	–	2472
2019 Q4	$13K	Hold	168	–	–	﹤0.01%	1691
2019 Q3	$11K	Hold	168	–	–	﹤0.01%	1688
2019 Q2	$10K	Hold	168	–	–	﹤0.01%	1697
2019 Q1	$10K	Hold	168	–	–	﹤0.01%	1123
2018 Q4	$8K	Hold	168	–	–	﹤0.01%	1423
2018 Q3	$12K	Buy	+168	New	+$10.7K	0.01%	953
2017 Q4	–	Sell	-740	Closed	-$38K	–	1515
2017 Q3	$38K	Hold	740	–	–	0.01%	785
2017 Q2	$57K	Buy	740 +690	+1,380%	+$51.6K	0.01%	740
2017 Q1	$4K	Buy	+50	New	+$3.63K	﹤0.01%	1588

Other funds holding NUVA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Next Financial Group's NUVA Position: Q4 2021 in Review

Next Financial Group held its NuVasive, Inc. (NUVA) position steady in Q4 2021 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Next Financial Group first reported a position in NUVA in Q1 2017 and has held it in 13 quarters since. The position peaked at $57K in Q2 2017. 249 funds tracked by Wall St. Rank hold NUVA as of Q4 2021.

Next Financial Group held 14 shares of NuVasive, Inc. worth $1K as of Q4 2021.
Next Financial Group left its NuVasive, Inc. share count unchanged in Q4 2021.
NuVasive, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2828 holding.
Next Financial Group first reported a position in NuVasive, Inc. in Q1 2017 and has held it in 13 quarters since.
Next Financial Group's NuVasive, Inc. position peaked at $57K in Q2 2017.
249 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.