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Waldron Private Wealth’s NVR NVR Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-73
Closed -$435K – 428
2023
Q3 		$435K Hold
73
– – 0.02% 250
2023
Q2 		$464K Hold
73
– – 0.02% 242
2023
Q1 		$407K Hold
73
– – 0.02% 287
2022
Q4 		$291K Hold
73
– – 0.02% 306
2022
Q3 		$291K Buy
73
+2
+3% +$8.52K 0.02% 308
2022
Q2 		$284K Buy
71
+2
+3% +$8.52K 0.02% 306
2022
Q1 		$308K Hold
69
– – 0.02% 307
2021
Q4 		$407K Hold
69
– – 0.02% 275
2021
Q3 		$330K Hold
69
– – 0.02% 270
2021
Q2 		$343K Hold
69
– – 0.02% 249
2021
Q1 		$325K Hold
69
– – 0.02% 235
2020
Q4 		$281K Hold
69
– – 0.02% 237
2020
Q3 		$281K Sell
69
-1
-1% -$3.86K 0.02% 217
2020
Q2 		$228K Buy
+70
New +$215K 0.02% 226

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return