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Beacon Harbor Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-164,384
Closed -$8.13M – 76
2020
Q4 		$8.13M Buy
+164,384
New +$7.69M 3.32% 7

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's NUMG Position: Q1 2021 in Review

Beacon Harbor Wealth Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2021, closing a stake of 164,384 shares — an estimated $8.13M sold.

Beacon Harbor Wealth Advisors first reported a position in NUMG in Q4 2020 and held it in 1 quarter. The position peaked at $8.13M in Q4 2020. 82 funds tracked by Wall St. Rank hold NUMG as of Q1 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 164,384 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2021, an estimated $8.13M.
  • Beacon Harbor Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $8.13M in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.