EP Wealth Advisors’s Nomad Power Solutions NMAD Stock Holding History

EP Wealth Advisors’s Portfolio NMAD Stock Details NMAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-221	Closed	-$786K	–	702
2023 Q1	$786K	Sell	221 -2,282	-91%	-$18.4K	0.01%	335
2022 Q4	$12.7K	Buy	+2,503	New	+$14K	﹤0.01%	617
2022 Q2	–	Sell	-2,503	Closed	-$31K	–	671
2022 Q1	$31K	Buy	+2,503	New	+$40.6K	﹤0.01%	634

Other funds holding NMAD

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EP Wealth Advisors's NMAD Position: Q2 2023 in Review

EP Wealth Advisors sold out of Nomad Power Solutions (NMAD) in Q2 2023, closing a stake of 221 shares — an estimated $786K sold.

EP Wealth Advisors first reported a position in NMAD in Q1 2022 and held it in 3 quarters. The position peaked at $786K in Q1 2023. 6 funds tracked by Wall St. Rank hold NMAD as of Q2 2023.

EP Wealth Advisors reported no remaining Nomad Power Solutions position as of Q2 2023 after selling out during the quarter.
EP Wealth Advisors sold 221 Nomad Power Solutions shares in Q2 2023, an estimated $786K.
EP Wealth Advisors first reported a position in Nomad Power Solutions in Q1 2022 and held it in 3 quarters.
EP Wealth Advisors's Nomad Power Solutions position peaked at $786K in Q1 2023.
6 funds tracked by Wall St. Rank held Nomad Power Solutions as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.