Asset Planning Inc’s Nordic American Tanker NAT Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-357	Closed	-$893	–	317
2024 Q4	$893	Buy	+357	New	+$1.1K	﹤0.01%	300

Other funds holding NAT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Asset Planning Inc's NAT Position: Q1 2025 in Review

Asset Planning Inc sold out of Nordic American Tanker (NAT) in Q1 2025, closing a stake of 357 shares — an estimated $893 sold.

Asset Planning Inc first reported a position in NAT in Q4 2024 and held it in 1 quarter. The position peaked at $893 in Q4 2024. 200 funds tracked by Wall St. Rank hold NAT as of Q1 2025.

Asset Planning Inc reported no remaining Nordic American Tanker position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 357 Nordic American Tanker shares in Q1 2025, an estimated $893.
Asset Planning Inc first reported a position in Nordic American Tanker in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Nordic American Tanker position peaked at $893 in Q4 2024.
200 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.