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Altium Wealth Management’s Northeast Community Bancorp NECB Stock Holding History

Altium Wealth Management’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,896
Closed -$249K – 399
2021
Q3 		$249K Buy
+22,896
New +$241K 0.02% 333

Other funds holding NECB

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Altium Wealth Management's NECB Position: Q4 2021 in Review

Altium Wealth Management sold out of Northeast Community Bancorp (NECB) in Q4 2021, closing a stake of 22,896 shares — an estimated $249K sold.

Altium Wealth Management first reported a position in NECB in Q3 2021 and held it in 1 quarter. The position peaked at $249K in Q3 2021. 33 funds tracked by Wall St. Rank hold NECB as of Q4 2021.

  • Altium Wealth Management reported no remaining Northeast Community Bancorp position as of Q4 2021 after selling out during the quarter.
  • Altium Wealth Management sold 22,896 Northeast Community Bancorp shares in Q4 2021, an estimated $249K.
  • Altium Wealth Management first reported a position in Northeast Community Bancorp in Q3 2021 and held it in 1 quarter.
  • Altium Wealth Management's Northeast Community Bancorp position peaked at $249K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q4 2021.

Based on Altium Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.