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Balboa Wealth Partners’s Nordic American Tanker NAT Stock Holding History

Balboa Wealth Partners’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
2024
Q2 		– Sell
-14,277
Closed -$56K – 329
2024
Q1 		$56K Sell
14,277
-3,473
-20% -$14.6K 0.02% 240
2023
Q4 		$74.5K Buy
+17,750
New +$75.5K 0.02% 225

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Morgan Stanley
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State Street
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Balboa Wealth Partners's NAT Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Nordic American Tanker (NAT) in Q2 2024, closing a stake of 14,277 shares — an estimated $56K sold.

Balboa Wealth Partners first reported a position in NAT in Q4 2023 and held it in 2 quarters. The position peaked at $74.5K in Q4 2023. 198 funds tracked by Wall St. Rank hold NAT as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Nordic American Tanker position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 14,277 Nordic American Tanker shares in Q2 2024, an estimated $56K.
  • Balboa Wealth Partners first reported a position in Nordic American Tanker in Q4 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Nordic American Tanker position peaked at $74.5K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.