Valeo Financial Advisors’s NuVasive, Inc. NUVA Stock Holding History

Valeo Financial Advisors’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	-625	Closed	-$41K	–	1986
2021 Q1	$41K	Buy	+625	New	+$37.5K	﹤0.01%	950
2020 Q1	–	Sell	-2,700	Closed	-$209K	–	1960
2019 Q4	$209K	Buy	+2,700	New	+$191K	0.02%	316
2018 Q4	–	Sell	-23	Closed	-$1K	–	1781
2018 Q3	$1K	Buy	+23	New	+$1.46K	﹤0.01%	1713

Other funds holding NUVA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valeo Financial Advisors's NUVA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NuVasive, Inc. (NUVA) in Q2 2021, closing a stake of 625 shares — an estimated $41K sold.

Valeo Financial Advisors first reported a position in NUVA in Q3 2018 and held it in 3 quarters. The position peaked at $209K in Q4 2019. 259 funds tracked by Wall St. Rank hold NUVA as of Q2 2021.

Valeo Financial Advisors reported no remaining NuVasive, Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 625 NuVasive, Inc. shares in Q2 2021, an estimated $41K.
Valeo Financial Advisors first reported a position in NuVasive, Inc. in Q3 2018 and held it in 3 quarters.
Valeo Financial Advisors's NuVasive, Inc. position peaked at $209K in Q4 2019.
259 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.