Financial Engines Advisors
NAT icon

Financial Engines Advisors’s Nordic American Tanker NAT Stock Holding History

Financial Engines Advisors’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-81,000
Closed -$344K – 334
2023
Q3 		$344K Hold
81,000
– – ﹤0.01% 230
2023
Q2 		$309K Hold
81,000
– – ﹤0.01% 242
2023
Q1 		$321K Buy
81,000
+41,000
+103% +$147K ﹤0.01% 236
2022
Q4 		$122K Buy
+40,000
New +$129K ﹤0.01% 284

Other funds holding NAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors's NAT Position: Q4 2023 in Review

Financial Engines Advisors sold out of Nordic American Tanker (NAT) in Q4 2023, closing a stake of 81,000 shares — an estimated $344K sold.

Financial Engines Advisors first reported a position in NAT in Q4 2022 and held it in 4 quarters. The position peaked at $344K in Q3 2023. 194 funds tracked by Wall St. Rank hold NAT as of Q4 2023.

  • Financial Engines Advisors reported no remaining Nordic American Tanker position as of Q4 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 81,000 Nordic American Tanker shares in Q4 2023, an estimated $344K.
  • Financial Engines Advisors first reported a position in Nordic American Tanker in Q4 2022 and held it in 4 quarters.
  • Financial Engines Advisors's Nordic American Tanker position peaked at $344K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2023.

Based on Financial Engines Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.