DWM
NAGE

Dynasty Wealth Management’s Niagen Bioscience NAGE Stock Holding History

Dynasty Wealth Management’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,300
Closed -$44K – 114
2018
Q3 		$44K Hold
10,300
– – 0.06% 122
2018
Q2 		$38K Hold
10,300
– – 0.08% 74
2018
Q1 		$43K Hold
10,300
– – 0.02% 72
2017
Q4 		$61K Buy
+10,300
New +$55.6K 0.11% 99

Other funds holding NAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dynasty Wealth Management's NAGE Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Niagen Bioscience (NAGE) in Q4 2018, closing a stake of 10,300 shares — an estimated $44K sold.

Dynasty Wealth Management first reported a position in NAGE in Q4 2017 and held it in 4 quarters. The position peaked at $61K in Q4 2017. 61 funds tracked by Wall St. Rank hold NAGE as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Niagen Bioscience position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 10,300 Niagen Bioscience shares in Q4 2018, an estimated $44K.
  • Dynasty Wealth Management first reported a position in Niagen Bioscience in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Niagen Bioscience position peaked at $61K in Q4 2017.
  • 61 funds tracked by Wall St. Rank held Niagen Bioscience as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.