Amplius Wealth Advisors’s NiSource NI Stock Holding History

Amplius Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,023	Closed	-$28K	–	645
2021 Q4	$28K	Buy	+1,023	New	+$26K	﹤0.01%	416

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Amplius Wealth Advisors's NI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of NiSource (NI) in Q1 2022, closing a stake of 1,023 shares — an estimated $28K sold.

Amplius Wealth Advisors first reported a position in NI in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 531 funds tracked by Wall St. Rank hold NI as of Q1 2022.

Amplius Wealth Advisors reported no remaining NiSource position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,023 NiSource shares in Q1 2022, an estimated $28K.
Amplius Wealth Advisors first reported a position in NiSource in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's NiSource position peaked at $28K in Q4 2021.
531 funds tracked by Wall St. Rank held NiSource as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.