CWM
NBIS

Congress Wealth Management’s Nebius Group N.V. NBIS Stock Holding History

Congress Wealth Management’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,125
Closed -$370K – 651
2021
Q4 		$370K Buy
+6,125
New +$451K 0.01% 501

Other funds holding NBIS

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Congress Wealth Management's NBIS Position: Q1 2022 in Review

Congress Wealth Management sold out of Nebius Group N.V. (NBIS) in Q1 2022, closing a stake of 6,125 shares — an estimated $370K sold.

Congress Wealth Management first reported a position in NBIS in Q4 2021 and held it in 1 quarter. The position peaked at $370K in Q4 2021. 255 funds tracked by Wall St. Rank hold NBIS as of Q1 2022.

  • Congress Wealth Management reported no remaining Nebius Group N.V. position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 6,125 Nebius Group N.V. shares in Q1 2022, an estimated $370K.
  • Congress Wealth Management first reported a position in Nebius Group N.V. in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Nebius Group N.V. position peaked at $370K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.