Next Financial Group’s NVR NVR Stock Holding History

Next Financial Group’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
2021 Q4	$219K	Hold	37	–	–	0.01%	860
2021 Q3	$177K	Hold	37	–	–	0.01%	889
2021 Q2	$184K	Hold	37	–	–	0.01%	856
2021 Q1	$174K	Hold	37	–	–	0.02%	820
2020 Q4	$151K	Hold	37	–	–	0.01%	823
2020 Q3	$151K	Buy	+37	New	+$143K	0.02%	715
2020 Q2	–	Sell	-43	Closed	-$110K	–	1462
2020 Q1	$110K	Hold	43	–	–	0.01%	733
2019 Q4	$164K	Hold	43	–	–	0.02%	765
2019 Q3	$160K	Sell	43 -34	-44%	-$120K	0.02%	747
2019 Q2	$260K	Buy	+77	New	+$247K	0.03%	570
2019 Q1	–	Sell	-43	Closed	-$105K	–	1970
2018 Q4	$105K	Buy	+43	New	+$102K	0.02%	574
2017 Q1	–	Sell	-55	Closed	-$92K	–	2154
2016 Q4	$92K	Hold	55	–	–	0.02%	716
2016 Q3	$90K	Buy	+55	New	+$93.7K	0.02%	707
2014 Q4	–	Sell	-43	Closed	-$49K	–	2203
2014 Q3	$49K	Buy	+43	New	+$49.2K	0.01%	952

Other funds holding NVR

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Next Financial Group held its NVR (NVR) position steady in Q4 2021 at 37 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #860.

Next Financial Group first reported a position in NVR in Q3 2014 and has held it in 14 quarters since. The position peaked at $260K in Q2 2019. 567 funds tracked by Wall St. Rank hold NVR as of Q4 2021.

Next Financial Group held 37 shares of NVR worth $219K as of Q4 2021.
Next Financial Group left its NVR share count unchanged in Q4 2021.
NVR made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #860 holding.
Next Financial Group first reported a position in NVR in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's NVR position peaked at $260K in Q2 2019.
567 funds tracked by Wall St. Rank held NVR as of Q4 2021.

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