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Atticus Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Atticus Wealth Management’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,835
Closed -$61K – 605
2022
Q3 		$61K Hold
1,835
– – 0.03% 214
2022
Q2 		$61K Buy
1,835
+1,025
+127% +$36.8K 0.03% 234
2022
Q1 		$31K Buy
+810
New +$30.4K 0.01% 293

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atticus Wealth Management's NULV Position: Q4 2022 in Review

Atticus Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2022, closing a stake of 1,835 shares — an estimated $61K sold.

Atticus Wealth Management first reported a position in NULV in Q1 2022 and held it in 3 quarters. The position peaked at $61K in Q3 2022. 193 funds tracked by Wall St. Rank hold NULV as of Q4 2022.

  • Atticus Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 1,835 Nuveen ESG Large-Cap Value ETF shares in Q4 2022, an estimated $61K.
  • Atticus Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $61K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.