Planned Solutions’s NVR NVR Stock Holding History

Planned Solutions’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 Q4	–	Sell	-13	Closed	-$128K	–	458
2024 Q3	$128K	Buy	+13	New	+$113K	0.05%	168
2024 Q1	–	Sell	-13	Closed	-$91K	–	393
2023 Q4	$91K	Buy	+13	New	+$80.2K	0.04%	200

Other funds holding NVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Planned Solutions's NVR Position: Q4 2024 in Review

Planned Solutions sold out of NVR (NVR) in Q4 2024, closing a stake of 13 shares — an estimated $128K sold.

Planned Solutions first reported a position in NVR in Q4 2023 and held it in 2 quarters. The position peaked at $128K in Q3 2024. 701 funds tracked by Wall St. Rank hold NVR as of Q4 2024.

Planned Solutions reported no remaining NVR position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 13 NVR shares in Q4 2024, an estimated $128K.
Planned Solutions first reported a position in NVR in Q4 2023 and held it in 2 quarters.
Planned Solutions's NVR position peaked at $128K in Q3 2024.
701 funds tracked by Wall St. Rank held NVR as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.