Polaris Wealth Advisory Group’s NVR NVR Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$239K	Buy	+40	New	+$248K	0.02%	156
2023 Q2	–	Sell	-40	Closed	-$223K	–	179
2023 Q1	$223K	Buy	+40	New	+$206K	0.02%	160
2022 Q1	–	Sell	-40	Closed	-$236K	–	189
2021 Q4	$236K	Buy	+40	New	+$211K	0.01%	161
2021 Q3	–	Sell	-40	Closed	-$204K	–	193
2021 Q2	$204K	Buy	+40	New	+$194K	0.01%	160
2018 Q4	–	Sell	-40	Closed	-$99K	–	343
2018 Q3	$99K	Buy	+40	New	+$110K	0.01%	194
2018 Q2	–	Sell	-40	Closed	-$112K	–	361
2018 Q1	$112K	Buy	+40	New	+$127K	0.01%	161

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Polaris Wealth Advisory Group's NVR Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in NVR (NVR) in Q3 2023: 40 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in NVR as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in NVR in Q1 2018 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold NVR as of Q3 2023.

Polaris Wealth Advisory Group held 40 shares of NVR worth $239K as of Q3 2023.
NVR was a new Polaris Wealth Advisory Group position in Q3 2023.
NVR made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #156 holding.
Polaris Wealth Advisory Group first reported a position in NVR in Q1 2018 and has held it in 6 quarters since.
596 funds tracked by Wall St. Rank held NVR as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.