PCWA
NVR icon

Pacific Capital Wealth Advisors’s NVR NVR Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-1
Closed -$8.18K – 277
2024
Q4 		$8.18K Hold
1
– – ﹤0.01% 283
2024
Q3 		$9.81K Buy
+1
New +$8.73K ﹤0.01% 298

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's NVR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of NVR (NVR) in Q1 2025, closing a stake of 1 share — an estimated $8.18K sold.

Pacific Capital Wealth Advisors first reported a position in NVR in Q3 2024 and held it in 2 quarters. The position peaked at $9.81K in Q3 2024. 675 funds tracked by Wall St. Rank hold NVR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining NVR position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 NVR share in Q1 2025, an estimated $8.18K.
  • Pacific Capital Wealth Advisors first reported a position in NVR in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's NVR position peaked at $9.81K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held NVR as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.