AWM
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Accurate Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Accurate Wealth Management’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$1.4K – 991
2022
Q4 		$1.4K Buy
+18
New +$1.4K ﹤0.01% 1292

Other funds holding NIC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's NIC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Nicolet Bankshares (NIC) in Q1 2023, closing a stake of 18 shares — an estimated $1.4K sold.

Accurate Wealth Management first reported a position in NIC in Q4 2022 and held it in 1 quarter. The position peaked at $1.4K in Q4 2022. 117 funds tracked by Wall St. Rank hold NIC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Nicolet Bankshares position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 18 Nicolet Bankshares shares in Q1 2023, an estimated $1.4K.
  • Accurate Wealth Management first reported a position in Nicolet Bankshares in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Nicolet Bankshares position peaked at $1.4K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.