Bellwether Advisors’s Northern Trust NTRS Stock Holding History

Bellwether Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-50	Closed	-$4K	–	526
2022 Q3	$4K	Buy	+50	New	+$4.83K	﹤0.01%	341

Other funds holding NTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bellwether Advisors's NTRS Position: Q4 2022 in Review

Bellwether Advisors sold out of Northern Trust (NTRS) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Bellwether Advisors first reported a position in NTRS in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 685 funds tracked by Wall St. Rank hold NTRS as of Q4 2022.

Bellwether Advisors reported no remaining Northern Trust position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 50 Northern Trust shares in Q4 2022, an estimated $4K.
Bellwether Advisors first reported a position in Northern Trust in Q3 2022 and held it in 1 quarter.
Bellwether Advisors's Northern Trust position peaked at $4K in Q3 2022.
685 funds tracked by Wall St. Rank held Northern Trust as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.