WAM
NUVA

Wealthspire Advisors (Maryland)’s NuVasive, Inc. NUVA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-100
Closed -$6K – 2225
2019
Q1 		$6K Sell
100
-19
-16% -$1.01K ﹤0.01% 1786
2018
Q4 		$6K Sell
119
-193
-62% -$11.6K ﹤0.01% 1690
2018
Q3 		$22K Sell
312
-312
-50% -$19.9K ﹤0.01% 1278
2018
Q2 		$33K Sell
624
-679
-52% -$35.6K ﹤0.01% 1115
2018
Q1 		$68K Buy
1,303
+432
+50% +$21.9K 0.01% 872
2017
Q4 		$51K Sell
871
-349
-29% -$19.8K 0.01% 1005
2017
Q3 		$68K Buy
1,220
+376
+45% +$24.9K 0.01% 866
2017
Q2 		$65K Buy
844
+644
+322% +$48.1K 0.01% 851
2017
Q1 		$15K Sell
200
-25
-11% -$1.81K ﹤0.01% 1186
2016
Q4 		$15K Sell
225
-175
-44% -$11.3K ﹤0.01% 1107
2016
Q3 		$27K Hold
400
– – ﹤0.01% 976
2016
Q2 		$24K Hold
400
– – ﹤0.01% 947
2016
Q1 		$19K Buy
400
+125
+45% +$5.67K ﹤0.01% 994
2015
Q4 		$15K Buy
+275
New +$14K ﹤0.01% 1081

Other funds holding NUVA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NUVA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NuVasive, Inc. (NUVA) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in NUVA in Q4 2015 and held it in 14 quarters. The position peaked at $68K in Q1 2018. 260 funds tracked by Wall St. Rank hold NUVA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NuVasive, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 NuVasive, Inc. shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in NuVasive, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NuVasive, Inc. position peaked at $68K in Q1 2018.
  • 260 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.