Sowell Financial Services’s NuVasive, Inc. NUVA Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-277	Closed	-$19K	–	2976
2021 Q1	$19K	Sell	277 -426	-61%	-$25.6K	﹤0.01%	2085
2020 Q4	$40K	Hold	703	–	–	﹤0.01%	1487
2020 Q3	$34K	Hold	703	–	–	﹤0.01%	1346
2020 Q2	$39K	Sell	703 -388	-36%	-$22.4K	﹤0.01%	1254
2020 Q1	$55K	Buy	1,091 +380	+53%	+$25.5K	﹤0.01%	1023
2019 Q4	$55K	Hold	711	–	–	﹤0.01%	1128
2019 Q3	$45K	Buy	+711	New	+$44.4K	﹤0.01%	1034
2017 Q1	–	Sell	-200	Closed	-$15K	–	588
2016 Q4	$15K	Buy	+200	New	+$12.9K	0.01%	453

Other funds holding NUVA

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sowell Financial Services's NUVA Position: Q2 2021 in Review

Sowell Financial Services sold out of NuVasive, Inc. (NUVA) in Q2 2021, closing a stake of 277 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in NUVA in Q4 2016 and held it in 8 quarters. The position peaked at $55K in Q1 2020. 259 funds tracked by Wall St. Rank hold NUVA as of Q2 2021.

Sowell Financial Services reported no remaining NuVasive, Inc. position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 277 NuVasive, Inc. shares in Q2 2021, an estimated $19K.
Sowell Financial Services first reported a position in NuVasive, Inc. in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's NuVasive, Inc. position peaked at $55K in Q1 2020.
259 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.