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

AE 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
2023 Q1	–	Sell	-11,352	Closed	-$34.7K	–	1958
2022 Q4	$34.7K	Buy	+11,352	New	+$36.6K	﹤0.01%	1766
2022 Q1	–	Sell	-25,156	Closed	-$43K	–	1769
2021 Q4	$43K	Buy	25,156 +1,501	+6%	+$3.23K	﹤0.01%	1666
2021 Q3	$61K	Buy	23,655 +106	+0.5%	+$266	﹤0.01%	1569
2021 Q2	$77K	Buy	+23,549	New	+$79.6K	﹤0.01%	1535
2021 Q1	–	Sell	-14,132	Closed	-$42K	–	1542
2020 Q4	$42K	Buy	14,132 +1,477	+12%	+$4.82K	﹤0.01%	1332
2020 Q3	$44K	Buy	+12,655	New	+$52.8K	﹤0.01%	1241
2019 Q4	–	Sell	-30,019	Closed	-$65K	–	1163
2019 Q3	$65K	Hold	30,019	–	–	﹤0.01%	963
2019 Q2	$70K	Buy	30,019 +4,703	+19%	+$10.1K	﹤0.01%	935
2019 Q1	$51K	Sell	25,316 -788	-3%	-$1.66K	﹤0.01%	625
2018 Q4	$52K	Sell	26,104 -1,493	-5%	-$3.88K	0.01%	463
2018 Q3	$58K	Buy	+27,597	New	+$63.5K	﹤0.01%	583

Other funds holding NAT

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

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

Millennium Management New York $240B AUM 35.51% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

AE Wealth Management's NAT Position: Q1 2023 in Review

AE Wealth Management sold out of Nordic American Tanker (NAT) in Q1 2023, closing a stake of 11,352 shares — an estimated $34.7K sold.

AE Wealth Management first reported a position in NAT in Q3 2018 and held it in 11 quarters. The position peaked at $77K in Q2 2021. 182 funds tracked by Wall St. Rank hold NAT as of Q1 2023.

AE Wealth Management reported no remaining Nordic American Tanker position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 11,352 Nordic American Tanker shares in Q1 2023, an estimated $34.7K.
AE Wealth Management first reported a position in Nordic American Tanker in Q3 2018 and held it in 11 quarters.
AE Wealth Management's Nordic American Tanker position peaked at $77K in Q2 2021.
182 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.