FGAM
NAB

Financial Gravity Asset Management’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Financial Gravity Asset Management’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9
Closed -$1K – 1849
2023
Q2 		$1K Buy
+9
New +$1K ﹤0.01% 813
2023
Q1 		– Sell
-10
Closed -$1.16K – 1770
2022
Q4 		$1.16K Buy
+10
New +$1.16K 0.01% 642
2020
Q1 		– Sell
-11
Closed -$9K – 1458
2019
Q4 		$9K Buy
+11
New +$9K 0.01% 1218

Other funds holding NAB

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Financial Gravity Asset Management's NAB Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q3 2023, closing a stake of 9 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in NAB in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 7 funds tracked by Wall St. Rank hold NAB as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 9 NATL AUSTRALIA BK LTD ADS5 shares in Q3 2023, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q4 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's NATL AUSTRALIA BK LTD ADS5 position peaked at $9K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.