AWM
NAGE

Avior Wealth Management’s Niagen Bioscience NAGE Stock Holding History

Avior Wealth Management’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$8K – 517
2017
Q2 		$8K Hold
2,000
– – ﹤0.01% 335
2017
Q1 		$5K Hold
2,000
– – ﹤0.01% 414
2016
Q4 		$7K Hold
2,000
– – ﹤0.01% 368
2016
Q3 		$6K Buy
+2,000
New +$7.34K ﹤0.01% 379

Other funds holding NAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Avior Wealth Management's NAGE Position: Q3 2017 in Review

Avior Wealth Management sold out of Niagen Bioscience (NAGE) in Q3 2017, closing a stake of 2,000 shares — an estimated $8K sold.

Avior Wealth Management first reported a position in NAGE in Q3 2016 and held it in 4 quarters. The position peaked at $8K in Q2 2017. 42 funds tracked by Wall St. Rank hold NAGE as of Q3 2017.

  • Avior Wealth Management reported no remaining Niagen Bioscience position as of Q3 2017 after selling out during the quarter.
  • Avior Wealth Management sold 2,000 Niagen Bioscience shares in Q3 2017, an estimated $8K.
  • Avior Wealth Management first reported a position in Niagen Bioscience in Q3 2016 and held it in 4 quarters.
  • Avior Wealth Management's Niagen Bioscience position peaked at $8K in Q2 2017.
  • 42 funds tracked by Wall St. Rank held Niagen Bioscience as of Q3 2017.

Based on Avior Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.