AFG
NRO

Allegheny Financial Group’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Allegheny Financial Group’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,480
Closed -$31.3K – 169
2022
Q4 		$31.3K Sell
10,480
-4,841
-32% -$15.6K 0.01% 163
2022
Q3 		$49K Hold
15,321
– – 0.02% 154
2022
Q2 		$59K Buy
+15,321
New +$66K 0.03% 159

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WAM
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AAM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Allegheny Financial Group's NRO Position: Q1 2023 in Review

Allegheny Financial Group sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2023, closing a stake of 10,480 shares — an estimated $31.3K sold.

Allegheny Financial Group first reported a position in NRO in Q2 2022 and held it in 3 quarters. The position peaked at $59K in Q2 2022. 59 funds tracked by Wall St. Rank hold NRO as of Q1 2023.

  • Allegheny Financial Group reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2023 after selling out during the quarter.
  • Allegheny Financial Group sold 10,480 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2023, an estimated $31.3K.
  • Allegheny Financial Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2022 and held it in 3 quarters.
  • Allegheny Financial Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $59K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2023.

Based on Allegheny Financial Group's 13F filing for Q1 2023, filed 5 May 2023.