AWA
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Authentikos Wealth Advisory’s NiSource NI Stock Holding History

Authentikos Wealth Advisory’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,502
Closed -$61.7K – 391
2023
Q3 		$61.7K Buy
+2,502
New +$67.6K 0.06% 99

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Authentikos Wealth Advisory's NI Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of NiSource (NI) in Q4 2023, closing a stake of 2,502 shares — an estimated $61.7K sold.

Authentikos Wealth Advisory first reported a position in NI in Q3 2023 and held it in 1 quarter. The position peaked at $61.7K in Q3 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 2,502 NiSource shares in Q4 2023, an estimated $61.7K.
  • Authentikos Wealth Advisory first reported a position in NiSource in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's NiSource position peaked at $61.7K in Q3 2023.
  • 610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.