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Wealthspire Advisors (Maryland)’s NVR NVR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1
Closed -$3K – 1491
2019
Q1 		$3K Buy
+1
New +$2.63K ﹤0.01% 2027
2018
Q3 		– Sell
-2
Closed -$6K – 2463
2018
Q2 		$6K Hold
2
– – ﹤0.01% 1727
2018
Q1 		$6K Hold
2
– – ﹤0.01% 1750
2017
Q4 		$7K Hold
2
– – ﹤0.01% 1726
2017
Q3 		$6K Buy
+2
New +$5.36K ﹤0.01% 1743

Other funds holding NVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of NVR (NVR) in Q2 2019, closing a stake of 1 share — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in NVR in Q3 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 423 funds tracked by Wall St. Rank hold NVR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NVR position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1 NVR share in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in NVR in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s NVR position peaked at $7K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held NVR as of Q2 2019.

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