WWS
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Wellington Wealth Strategies’s NVR NVR Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		– Sell
-35
Closed -$320K – 86
2024
Q3 		$320K Buy
+35
New +$306K 0.24% 57

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Wealth Strategies's NVR Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of NVR (NVR) in Q4 2024, closing a stake of 35 shares — an estimated $320K sold.

Wellington Wealth Strategies first reported a position in NVR in Q3 2024 and held it in 1 quarter. The position peaked at $320K in Q3 2024. 699 funds tracked by Wall St. Rank hold NVR as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining NVR position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 35 NVR shares in Q4 2024, an estimated $320K.
  • Wellington Wealth Strategies first reported a position in NVR in Q3 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's NVR position peaked at $320K in Q3 2024.
  • 699 funds tracked by Wall St. Rank held NVR as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.