Arkadios Wealth Advisors
NP icon

Arkadios Wealth Advisors’s Neenah, Inc. Common Stock NP Stock Holding History

Arkadios Wealth Advisors’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-222
Closed -$10K – 1925
2021
Q3 		$10K Buy
222
+2
+0.9% +$98 ﹤0.01% 1459
2021
Q2 		$11K Buy
220
+2
+0.9% +$107 ﹤0.01% 1518
2021
Q1 		$11K Buy
+218
New +$12.1K ﹤0.01% 1178

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Macquarie Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arkadios Wealth Advisors's NP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Neenah, Inc. Common Stock (NP) in Q4 2021, closing a stake of 222 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in NP in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 155 funds tracked by Wall St. Rank hold NP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Neenah, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 222 Neenah, Inc. Common Stock shares in Q4 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in Neenah, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Neenah, Inc. Common Stock position peaked at $11K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.