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Arkadios Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Arkadios Wealth Advisors’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$4K – 1365
2021
Q3 		$4K Hold
75
– – ﹤0.01% 1657
2021
Q2 		$4K Buy
+75
New +$4.88K ﹤0.01% 1769

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American Century Companies
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of NorthWestern Energy (NWE) in Q4 2021, closing a stake of 75 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in NWE in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 281 funds tracked by Wall St. Rank hold NWE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining NorthWestern Energy position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 75 NorthWestern Energy shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in NorthWestern Energy in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's NorthWestern Energy position peaked at $4K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2021.

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