Claro Advisors’s Nomura Holdings NMR Stock Holding History

Claro Advisors’s Portfolio NMR Stock Details NMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,486	Closed	-$185K	–	527
2024 Q3	$185K	Buy	35,486 +318	+0.9%	+$1.81K	0.02%	494
2024 Q2	$203K	Buy	35,168 +783	+2%	+$4.64K	0.03%	409
2024 Q1	$221K	Buy	+34,385	New	+$191K	0.04%	380

Other funds holding NMR

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Claro Advisors's NMR Position: Q4 2024 in Review

Claro Advisors sold out of Nomura Holdings (NMR) in Q4 2024, closing a stake of 35,486 shares — an estimated $185K sold.

Claro Advisors first reported a position in NMR in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q1 2024. 206 funds tracked by Wall St. Rank hold NMR as of Q4 2024.

Claro Advisors reported no remaining Nomura Holdings position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 35,486 Nomura Holdings shares in Q4 2024, an estimated $185K.
Claro Advisors first reported a position in Nomura Holdings in Q1 2024 and held it in 3 quarters.
Claro Advisors's Nomura Holdings position peaked at $221K in Q1 2024.
206 funds tracked by Wall St. Rank held Nomura Holdings as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.