AAS
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Ameritas Advisory Services’s Netcapital NCPL Stock Holding History

Ameritas Advisory Services’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$2.13K – 1826
2023
Q1 		$2.13K Buy
+20
New +$1.74K ﹤0.01% 2372

Other funds holding NCPL

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's NCPL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Netcapital (NCPL) in Q2 2023, closing a stake of 20 shares — an estimated $2.13K sold.

Ameritas Advisory Services first reported a position in NCPL in Q1 2023 and held it in 1 quarter. The position peaked at $2.13K in Q1 2023. 10 funds tracked by Wall St. Rank hold NCPL as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Netcapital position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 20 Netcapital shares in Q2 2023, an estimated $2.13K.
  • Ameritas Advisory Services first reported a position in Netcapital in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Netcapital position peaked at $2.13K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Netcapital as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.