Cary Street Partners Investment Advisory’s National Bankshares NKSH Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio NKSH Stock Details NKSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-169	Closed	-$4.23K	–	1398
2023 Q3	$4.23K	Hold	169	–	–	﹤0.01%	1536
2023 Q2	$4.93K	Hold	169	–	–	﹤0.01%	1417
2023 Q1	$5.32K	Hold	169	–	–	﹤0.01%	1309
2022 Q4	$6.81K	Buy	+169	New	+$6.34K	﹤0.01%	1242
2021 Q1	–	Sell	-48,090	Closed	-$1.51M	–	385
2020 Q4	$1.51M	Buy	+48,090	New	+$1.42M	0.29%	89

Other funds holding NKSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cary Street Partners Investment Advisory's NKSH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of National Bankshares (NKSH) in Q4 2023, closing a stake of 169 shares — an estimated $4.23K sold.

Cary Street Partners Investment Advisory first reported a position in NKSH in Q4 2020 and held it in 5 quarters. The position peaked at $1.51M in Q4 2020. 65 funds tracked by Wall St. Rank hold NKSH as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining National Bankshares position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 169 National Bankshares shares in Q4 2023, an estimated $4.23K.
Cary Street Partners Investment Advisory first reported a position in National Bankshares in Q4 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's National Bankshares position peaked at $1.51M in Q4 2020.
65 funds tracked by Wall St. Rank held National Bankshares as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.