Focused Wealth Management’s Nordic American Tanker NAT Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Sell	-90	Closed	-$378	–	665
2023 Q4	$378	Hold	90	–	–	﹤0.01%	932
2023 Q3	$371	Hold	90	–	–	﹤0.01%	938
2023 Q2	$330	Hold	90	–	–	﹤0.01%	984
2023 Q1	$356	Hold	90	–	–	﹤0.01%	960
2022 Q4	$275	Hold	90	–	–	﹤0.01%	1000
2022 Q3	$0	Hold	90	–	–	﹤0.01%	1012
2022 Q2	$0	Hold	90	–	–	﹤0.01%	1019
2022 Q1	$0	Hold	90	–	–	﹤0.01%	1058
2021 Q4	$0	Hold	90	–	–	﹤0.01%	1060
2021 Q3	$0	Hold	90	–	–	﹤0.01%	1069
2021 Q2	$0	Hold	90	–	–	﹤0.01%	1000
2021 Q1	$0	Buy	+90	New	+$290	﹤0.01%	971

Other funds holding NAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Focused Wealth Management's NAT Position: Q1 2024 in Review

Focused Wealth Management sold out of Nordic American Tanker (NAT) in Q1 2024, closing a stake of 90 shares — an estimated $378 sold.

Focused Wealth Management first reported a position in NAT in Q1 2021 and held it in 12 quarters. The position peaked at $378 in Q4 2023. 196 funds tracked by Wall St. Rank hold NAT as of Q1 2024.

Focused Wealth Management reported no remaining Nordic American Tanker position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 90 Nordic American Tanker shares in Q1 2024, an estimated $378.
Focused Wealth Management first reported a position in Nordic American Tanker in Q1 2021 and held it in 12 quarters.
Focused Wealth Management's Nordic American Tanker position peaked at $378 in Q4 2023.
196 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.