Forum Financial Management’s Nielsen Holdings plc NLSN Stock Holding History

Forum Financial Management’s Portfolio NLSN Stock Details NLSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,598	Closed	-$238K	–	611
2022 Q3	$238K	Hold	8,598	–	–	0.01%	433
2022 Q2	$200K	Hold	8,598	–	–	0.01%	530
2022 Q1	$234K	Buy	+8,598	New	+$171K	0.01%	502

Other funds holding NLSN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Forum Financial Management's NLSN Position: Q4 2022 in Review

Forum Financial Management sold out of Nielsen Holdings plc (NLSN) in Q4 2022, closing a stake of 8,598 shares — an estimated $238K sold.

Forum Financial Management first reported a position in NLSN in Q1 2022 and held it in 3 quarters. The position peaked at $238K in Q3 2022. 3 funds tracked by Wall St. Rank hold NLSN as of Q4 2022.

Forum Financial Management reported no remaining Nielsen Holdings plc position as of Q4 2022 after selling out during the quarter.
Forum Financial Management sold 8,598 Nielsen Holdings plc shares in Q4 2022, an estimated $238K.
Forum Financial Management first reported a position in Nielsen Holdings plc in Q1 2022 and held it in 3 quarters.
Forum Financial Management's Nielsen Holdings plc position peaked at $238K in Q3 2022.
3 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.