Cedar Wealth Management’s NiSource NI Stock Holding History

Cedar Wealth Management’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$24.7K	–	292
2023 Q3	$24.7K	Hold	1,000	–	–	0.01%	190
2023 Q2	$27.4K	Hold	1,000	–	–	0.01%	194
2023 Q1	$28K	Hold	1,000	–	–	0.01%	193
2022 Q4	$27.4K	Hold	1,000	–	–	0.01%	184
2022 Q3	$25K	Hold	1,000	–	–	0.01%	207
2022 Q2	$29K	Hold	1,000	–	–	0.01%	200
2022 Q1	$32K	Hold	1,000	–	–	0.01%	214
2021 Q4	$28K	Hold	1,000	–	–	0.01%	224
2021 Q3	$24K	Hold	1,000	–	–	0.01%	197
2021 Q2	$25K	Hold	1,000	–	–	0.01%	197
2021 Q1	$24K	Hold	1,000	–	–	0.01%	183
2020 Q4	$23K	Hold	1,000	–	–	0.01%	165
2020 Q3	$22K	Hold	1,000	–	–	0.01%	160
2020 Q2	$23K	Hold	1,000	–	–	0.02%	159
2020 Q1	$25K	Hold	1,000	–	–	0.02%	150
2019 Q4	$28K	Hold	1,000	–	–	0.02%	113
2019 Q3	$30K	Hold	1,000	–	–	0.02%	107
2019 Q2	$29K	Hold	1,000	–	–	0.02%	124
2019 Q1	$29K	Hold	1,000	–	–	0.02%	120
2018 Q4	$25K	Buy	+1,000	New	+$25.8K	0.02%	109

Other funds holding NI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return