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Bard Associates’s Nuwellis NUWE Stock Holding History

Bard Associates’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Hold
0
– -$237K – 197
2022
Q3 		– Hold
0
– – – 145
2022
Q2 		– Hold
0
– – – 145
2022
Q1 		– Hold
0
– – – 136
2021
Q4 		– Hold
0
– – – 134
2021
Q3 		– Hold
0
– – – 105
2021
Q2 		– Hold
0
– – – 113
2021
Q1 		– Hold
0
– – – 90

Other funds holding NUWE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return