SWS
NVR icon

SYSTM Wealth Solutions’s NVR NVR Stock Holding History

SYSTM Wealth 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
Q2 		– Sell
-169
Closed -$1.37M – 867
2024
Q1 		$1.37M Sell
169
-15
-8% -$111K 0.17% 164
2023
Q4 		$1.29M Buy
+184
New +$1.13M 0.18% 164
2023
Q1 		– Sell
-124
Closed -$572K – 510
2022
Q4 		$572K Buy
+124
New +$545K 0.07% 316

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SYSTM Wealth Solutions's NVR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of NVR (NVR) in Q2 2024, closing a stake of 169 shares — an estimated $1.37M sold.

SYSTM Wealth Solutions first reported a position in NVR in Q4 2022 and held it in 3 quarters. The position peaked at $1.37M in Q1 2024. 671 funds tracked by Wall St. Rank hold NVR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining NVR position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 169 NVR shares in Q2 2024, an estimated $1.37M.
  • SYSTM Wealth Solutions first reported a position in NVR in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's NVR position peaked at $1.37M in Q1 2024.
  • 671 funds tracked by Wall St. Rank held NVR as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.