Pathstone Family Office’s NuVasive, Inc. NUVA Stock Holding History

Pathstone Family Office’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 Q1	–	Sell	-5	Closed	–	–	1417
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1374
2020 Q3	$0	Sell	5 -5	-50%	-$269	﹤0.01%	1035
2020 Q2	$0	Buy	+10	New	+$578	﹤0.01%	1013
2019 Q2	–	Sell	-32	Closed	-$2K	–	946
2019 Q1	$2K	Buy	+32	New	+$1.7K	﹤0.01%	815

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

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Pathstone Family Office's NUVA Position: Q1 2021 in Review

Pathstone Family Office sold out of NuVasive, Inc. (NUVA) in Q1 2021, closing a stake of 5 shares.

Pathstone Family Office first reported a position in NUVA in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 261 funds tracked by Wall St. Rank hold NUVA as of Q1 2021.

Pathstone Family Office reported no remaining NuVasive, Inc. position as of Q1 2021 after selling out during the quarter.
Pathstone Family Office sold 5 NuVasive, Inc. shares in Q1 2021.
Pathstone Family Office first reported a position in NuVasive, Inc. in Q1 2019 and held it in 4 quarters.
Pathstone Family Office's NuVasive, Inc. position peaked at $2K in Q1 2019.
261 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.