WIA
NVR icon

Wetzel Investment Advisors’s NVR NVR Stock Holding History

Wetzel Investment Advisors’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
Q2 		– Sell
-1
Closed -$7.7K – 984
2024
Q1 		$7.7K Hold
1
– – ﹤0.01% 587
2023
Q4 		$7K Buy
+1
New +$6.17K ﹤0.01% 615

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wetzel Investment Advisors's NVR Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of NVR (NVR) in Q2 2024, closing a stake of 1 share — an estimated $7.7K sold.

Wetzel Investment Advisors first reported a position in NVR in Q4 2023 and held it in 2 quarters. The position peaked at $7.7K in Q1 2024. 671 funds tracked by Wall St. Rank hold NVR as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining NVR position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1 NVR share in Q2 2024, an estimated $7.7K.
  • Wetzel Investment Advisors first reported a position in NVR in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's NVR position peaked at $7.7K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held NVR as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.