AWA
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Arete Wealth Advisors’s Nordic American Tanker NAT Stock Holding History

Arete Wealth Advisors’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
-74,841
Closed -$780K – 700
2022
Q4 		$780K Buy
74,841
+64,811
+646% +$209K 0.07% 243
2022
Q3 		$27K Buy
+10,030
New +$26.6K ﹤0.01% 566

Other funds holding NAT

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arete Wealth Advisors's NAT Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Nordic American Tanker (NAT) in Q1 2023, closing a stake of 74,841 shares — an estimated $780K sold.

Arete Wealth Advisors first reported a position in NAT in Q3 2022 and held it in 2 quarters. The position peaked at $780K in Q4 2022. 182 funds tracked by Wall St. Rank hold NAT as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Nordic American Tanker position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 74,841 Nordic American Tanker shares in Q1 2023, an estimated $780K.
  • Arete Wealth Advisors first reported a position in Nordic American Tanker in Q3 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Nordic American Tanker position peaked at $780K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.