Charles Schwab
NIR

Charles Schwab’s Near Intelligence, Inc. Common Stock NIR Stock Holding History

Charles Schwab’s Portfolio NIR Stock Details NIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,735
Closed -$78K – 3662
2023
Q2 		$78K Buy
+55,735
New +$133K ﹤0.01% 3368

Other funds holding NIR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab's NIR Position: Q3 2023 in Review

Charles Schwab sold out of Near Intelligence, Inc. Common Stock (NIR) in Q3 2023, closing a stake of 55,735 shares — an estimated $78K sold.

Charles Schwab first reported a position in NIR in Q2 2023 and held it in 1 quarter. The position peaked at $78K in Q2 2023. 18 funds tracked by Wall St. Rank hold NIR as of Q3 2023.

  • Charles Schwab reported no remaining Near Intelligence, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 55,735 Near Intelligence, Inc. Common Stock shares in Q3 2023, an estimated $78K.
  • Charles Schwab first reported a position in Near Intelligence, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Charles Schwab's Near Intelligence, Inc. Common Stock position peaked at $78K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held Near Intelligence, Inc. Common Stock as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.