Ellevest Inc’s NioCorp Developments NB Stock Holding History

Ellevest Inc’s Portfolio NB Stock Details NB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,825	Closed	-$25.6K	–	443
2024 Q2	$25.6K	Buy	+14,825	New	+$34.6K	﹤0.01%	402

Other funds holding NB

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

KCM

Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Ellevest Inc's NB Position: Q3 2024 in Review

Ellevest Inc sold out of NioCorp Developments (NB) in Q3 2024, closing a stake of 14,825 shares — an estimated $25.6K sold.

Ellevest Inc first reported a position in NB in Q2 2024 and held it in 1 quarter. The position peaked at $25.6K in Q2 2024. 48 funds tracked by Wall St. Rank hold NB as of Q3 2024.

Ellevest Inc reported no remaining NioCorp Developments position as of Q3 2024 after selling out during the quarter.
Ellevest Inc sold 14,825 NioCorp Developments shares in Q3 2024, an estimated $25.6K.
Ellevest Inc first reported a position in NioCorp Developments in Q2 2024 and held it in 1 quarter.
Ellevest Inc's NioCorp Developments position peaked at $25.6K in Q2 2024.
48 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2024.

Based on Ellevest Inc's 13F filing for Q3 2024, filed 13 Nov 2024.