Summit Wealth Group’s NVR NVR Stock Holding History

Summit Wealth 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 Q2	–	Sell	-39,005	Closed	–	–	200
2023 Q1	$0	Buy	+39,005	New	+$201M	﹤0.01%	228
2021 Q3	–	Sell	-7	Closed	-$35K	–	166
2021 Q2	$35K	Hold	7	–	–	0.05%	59
2021 Q1	$33K	Buy	+7	New	+$31.4K	0.05%	58

Other funds holding NVR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Wealth Group's NVR Position: Q2 2023 in Review

Summit Wealth Group sold out of NVR (NVR) in Q2 2023, closing a stake of 39,005 shares.

Summit Wealth Group first reported a position in NVR in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 600 funds tracked by Wall St. Rank hold NVR as of Q2 2023.

Summit Wealth Group reported no remaining NVR position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 39,005 NVR shares in Q2 2023.
Summit Wealth Group first reported a position in NVR in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's NVR position peaked at $35K in Q2 2021.
600 funds tracked by Wall St. Rank held NVR as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.