FP
NUWE icon

Financial Perspectives’s Nuwellis NUWE Stock Holding History

Financial Perspectives’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$8 – 694
2023
Q4 		– Hold
0
– – – 704
2023
Q3 		– Hold
0
– – – 701
2023
Q2 		– Hold
0
– – – 679
2023
Q1 		– Hold
0
– – – 673
2022
Q4 		– Hold
0
– – – 666
2022
Q3 		– Hold
0
– – – 640
2022
Q2 		– Hold
0
– – – 638
2022
Q1 		– Hold
0
– – – 629
2021
Q4 		– Hold
0
– – – 598
2021
Q3 		– Hold
0
– – – 561
2021
Q2 		– Hold
0
– – – 523
2021
Q1 		– Hold
0
– – – 177
2020
Q4 		– Hold
0
– – – 556
2020
Q3 		– Hold
0
– – – 498
2020
Q2 		– Hold
0
– – – 449

Other funds holding NUWE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return