Destiny Wealth Partners’s Nicolet Bankshares NIC Stock Holding History

Destiny Wealth Partners’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,072	Closed	-$85.5K	–	469
2022 Q4	$85.5K	Hold	1,072	–	–	0.02%	242
2022 Q3	$76K	Hold	1,072	–	–	0.02%	244
2022 Q2	$78K	Hold	1,072	–	–	0.02%	248
2022 Q1	$100K	Hold	1,072	–	–	0.02%	243
2021 Q4	$92K	Hold	1,072	–	–	0.02%	236
2021 Q3	$80K	Buy	+1,072	New	+$78.3K	0.02%	233
2021 Q2	–	Sell	-1,072	Closed	-$89K	–	388
2021 Q1	$89K	Hold	1,072	–	–	0.02%	211
2020 Q4	$71K	Buy	+1,072	New	+$69.8K	0.01%	259

Other funds holding NIC

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Destiny Wealth Partners's NIC Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Nicolet Bankshares (NIC) in Q1 2023, closing a stake of 1,072 shares — an estimated $85.5K sold.

Destiny Wealth Partners first reported a position in NIC in Q4 2020 and held it in 8 quarters. The position peaked at $100K in Q1 2022. 117 funds tracked by Wall St. Rank hold NIC as of Q1 2023.

Destiny Wealth Partners reported no remaining Nicolet Bankshares position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,072 Nicolet Bankshares shares in Q1 2023, an estimated $85.5K.
Destiny Wealth Partners first reported a position in Nicolet Bankshares in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Nicolet Bankshares position peaked at $100K in Q1 2022.
117 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.