Able Wealth Management’s Nordic American Tanker NAT Stock Holding History

Able Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12	Closed	-$50	–	396
2023 Q4	$50	Buy	+12	New	+$51	﹤0.01%	604

Other funds holding NAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Able Wealth Management's NAT Position: Q1 2024 in Review

Able Wealth Management sold out of Nordic American Tanker (NAT) in Q1 2024, closing a stake of 12 shares — an estimated $50 sold.

Able Wealth Management first reported a position in NAT in Q4 2023 and held it in 1 quarter. The position peaked at $50 in Q4 2023. 196 funds tracked by Wall St. Rank hold NAT as of Q1 2024.

Able Wealth Management reported no remaining Nordic American Tanker position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 12 Nordic American Tanker shares in Q1 2024, an estimated $50.
Able Wealth Management first reported a position in Nordic American Tanker in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Nordic American Tanker position peaked at $50 in Q4 2023.
196 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.