FGAM
NJ

Financial Gravity Asset Management’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Financial Gravity Asset Management’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$771 – 2524
2024
Q1 		$771 Buy
75
+17
+29% +$175 ﹤0.01% 1285
2023
Q4 		$576 Buy
58
+29
+100% +$288 ﹤0.01% 1135
2023
Q3 		$275 Buy
29
+15
+107% +$142 ﹤0.01% 900
2023
Q2 		$3.73K Buy
14
+1
+8% +$267 0.01% 529
2023
Q1 		$391 Hold
13
– – 0.01% 481
2022
Q4 		$3.7K Sell
13
-57
-81% -$16.2K 0.02% 446
2022
Q3 		$422 Sell
70
-5
-7% -$30 0.01% 413
2022
Q2 		$466 Sell
75
-405
-84% -$2.52K 0.01% 402
2022
Q1 		$2.93K Sell
480
-510
-52% -$3.12K 0.08% 212
2021
Q4 		$8.57K Buy
990
+699
+240% +$6.05K 0.19% 149
2021
Q3 		$28K Buy
291
+43
+17% +$4.14K 0.01% 725
2021
Q2 		$29K Buy
+248
New +$29K 0.01% 726
2020
Q2 		– Sell
-3
Closed – – 1056
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1448
2019
Q4 		$0 Buy
+3
New – ﹤0.01% 1848

Other funds holding NJ

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Financial Gravity Asset Management's NJ Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q2 2024, closing a stake of 75 shares — an estimated $771 sold.

Financial Gravity Asset Management first reported a position in NJ in Q4 2019 and held it in 14 quarters. The position peaked at $29K in Q2 2021. 13 funds tracked by Wall St. Rank hold NJ as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 75 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q2 2024, an estimated $771.
  • Financial Gravity Asset Management first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q4 2019 and held it in 14 quarters.
  • Financial Gravity Asset Management's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $29K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.