WealthOne’s NuVasive, Inc. NUVA Stock Holding History

WealthOne’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
2023 Q3	–	Sell	-6,777	Closed	-$282K	–	112
2023 Q2	$282K	Hold	6,777	–	–	0.1%	85
2023 Q1	$280K	Hold	6,777	–	–	0.11%	86
2022 Q4	$279K	Hold	6,777	–	–	0.11%	85
2022 Q3	$297K	Hold	6,777	–	–	0.13%	76
2022 Q2	$333K	Buy	+6,777	New	+$363K	0.14%	80

Other funds holding NUVA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthOne's NUVA Position: Q3 2023 in Review

WealthOne sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 6,777 shares — an estimated $282K sold.

WealthOne first reported a position in NUVA in Q2 2022 and held it in 5 quarters. The position peaked at $333K in Q2 2022. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

WealthOne reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
WealthOne sold 6,777 NuVasive, Inc. shares in Q3 2023, an estimated $282K.
WealthOne first reported a position in NuVasive, Inc. in Q2 2022 and held it in 5 quarters.
WealthOne's NuVasive, Inc. position peaked at $333K in Q2 2022.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.