West Oak Capital’s NuVasive, Inc. NUVA Stock Holding History

West Oak Capital’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	-65	Closed	-$2.7K	–	315
2023 Q2	$2.7K	Hold	65	–	–	﹤0.01%	286
2023 Q1	$2.69K	Hold	65	–	–	﹤0.01%	287
2022 Q4	$3K	Hold	65	–	–	﹤0.01%	259
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	301
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	296
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	308
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	323
2021 Q3	$4K	Hold	65	–	–	﹤0.01%	316
2021 Q2	$4K	Hold	65	–	–	﹤0.01%	309
2021 Q1	$4K	Hold	65	–	–	﹤0.01%	299
2020 Q4	$4K	Hold	65	–	–	﹤0.01%	278
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	262
2020 Q2	$4K	Hold	65	–	–	﹤0.01%	264
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	256
2019 Q4	$5K	Hold	65	–	–	﹤0.01%	257
2019 Q3	$4K	Hold	65	–	–	﹤0.01%	271
2019 Q2	$4K	Hold	65	–	–	﹤0.01%	286
2019 Q1	$4K	Hold	65	–	–	﹤0.01%	279
2018 Q4	$3.22K	Hold	65	–	–	﹤0.01%	291
2018 Q3	$4.61K	Hold	65	–	–	﹤0.01%	304
2018 Q2	$3.39K	Hold	65	–	–	﹤0.01%	296
2018 Q1	$3.39K	Hold	65	–	–	﹤0.01%	304
2017 Q4	$3.8K	Hold	65	–	–	﹤0.01%	267
2017 Q3	$3.6K	Hold	65	–	–	﹤0.01%	299
2017 Q2	$5K	Hold	65	–	–	﹤0.01%	308
2017 Q1	$4.85K	Hold	65	–	–	﹤0.01%	329
2016 Q4	$4.38K	Hold	65	–	–	﹤0.01%	304
2016 Q3	$4.33K	Hold	65	–	–	﹤0.01%	325
2016 Q2	$3.88K	Hold	65	–	–	﹤0.01%	300
2016 Q1	$3.16K	Hold	65	–	–	﹤0.01%	237
2015 Q4	$3.52K	Hold	65	–	–	﹤0.01%	243
2015 Q3	$3.13K	Hold	65	–	–	﹤0.01%	246
2015 Q2	$3.08K	Hold	65	–	–	﹤0.01%	252
2015 Q1	$2.99K	Buy	+65	New	+$3.02K	﹤0.01%	251

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

West Oak Capital's NUVA Position: Q3 2023 in Review

West Oak Capital sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 65 shares — an estimated $2.7K sold.

West Oak Capital first reported a position in NUVA in Q1 2015 and held it in 34 quarters. The position peaked at $5K in Q4 2019. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

West Oak Capital reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
West Oak Capital sold 65 NuVasive, Inc. shares in Q3 2023, an estimated $2.7K.
West Oak Capital first reported a position in NuVasive, Inc. in Q1 2015 and held it in 34 quarters.
West Oak Capital's NuVasive, Inc. position peaked at $5K in Q4 2019.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on West Oak Capital's 13F filing for Q3 2023, filed 5 Oct 2023.