Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nicolet Bankshares NIC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,915
Closed -$205K – 3180
2022
Q3 		$205K Hold
2,915
– – ﹤0.01% 2683
2022
Q2 		$211K Sell
2,915
-5,012
-63% -$405K ﹤0.01% 2685
2022
Q1 		$742K Sell
7,927
-80
-1% -$7.45K ﹤0.01% 1804
2021
Q4 		$687K Buy
8,007
+2,649
+49% +$202K ﹤0.01% 1853
2021
Q3 		$397K Buy
+5,358
New +$391K ﹤0.01% 2224

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors's NIC Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of Nicolet Bankshares (NIC) in Q4 2022, closing a stake of 2,915 shares — an estimated $205K sold.

Cambridge Investment Research Advisors first reported a position in NIC in Q3 2021 and held it in 5 quarters. The position peaked at $742K in Q1 2022. 129 funds tracked by Wall St. Rank hold NIC as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining Nicolet Bankshares position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,915 Nicolet Bankshares shares in Q4 2022, an estimated $205K.
  • Cambridge Investment Research Advisors first reported a position in Nicolet Bankshares in Q3 2021 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Nicolet Bankshares position peaked at $742K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.