Certified Advisory Corp’s NiSource NI Stock Holding History

Certified Advisory Corp’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
2021 Q4	–	Sell	-54	Closed	-$1K	–	245
2021 Q3	$1K	Buy	+54	New	+$1.35K	﹤0.01%	246
2021 Q2	–	Sell	-2,406	Closed	-$58K	–	538
2021 Q1	$58K	Buy	+2,406	New	+$54.2K	0.02%	326
2020 Q2	$53K	Buy	2,341 +21	+0.9%	+$507	0.02%	300
2020 Q1	$58K	Buy	2,320 +16	+0.7%	+$442	0.02%	256
2019 Q4	$64K	Buy	2,304 +17	+0.7%	+$466	0.02%	286
2019 Q3	$68K	Buy	2,287 +15	+0.7%	+$440	0.02%	277
2019 Q2	$65K	Buy	2,272 +16	+0.7%	+$451	0.02%	279
2019 Q1	$65K	Buy	2,256 +17	+0.8%	+$458	0.03%	265
2018 Q4	$57K	Buy	2,239 +17	+0.8%	+$439	0.03%	262
2018 Q3	$55K	Buy	2,222 +16	+0.7%	+$423	0.03%	283
2018 Q2	$58K	Buy	2,206 +18	+0.8%	+$441	0.03%	261
2018 Q1	$52K	Buy	2,188 +18	+0.8%	+$426	0.03%	263
2017 Q4	$55K	Buy	+2,170	New	+$57.6K	0.04%	224

Other funds holding NI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Certified Advisory Corp's NI Position: Q4 2021 in Review

Certified Advisory Corp sold out of NiSource (NI) in Q4 2021, closing a stake of 54 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in NI in Q4 2017 and held it in 13 quarters. The position peaked at $68K in Q3 2019. 517 funds tracked by Wall St. Rank hold NI as of Q4 2021.

Certified Advisory Corp reported no remaining NiSource position as of Q4 2021 after selling out during the quarter.
Certified Advisory Corp sold 54 NiSource shares in Q4 2021, an estimated $1K.
Certified Advisory Corp first reported a position in NiSource in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's NiSource position peaked at $68K in Q3 2019.
517 funds tracked by Wall St. Rank held NiSource as of Q4 2021.

Based on Certified Advisory Corp's 13F filing for Q4 2021, filed 14 Feb 2022.