HWA
NAGE

HCR Wealth Advisors’s Niagen Bioscience NAGE Stock Holding History

HCR Wealth Advisors’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,000
Closed -$20.2K – 182
2022
Q4 		$20.2K Buy
+12,000
New +$19K ﹤0.01% 175

Other funds holding NAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HCR Wealth Advisors's NAGE Position: Q1 2023 in Review

HCR Wealth Advisors sold out of Niagen Bioscience (NAGE) in Q1 2023, closing a stake of 12,000 shares — an estimated $20.2K sold.

HCR Wealth Advisors first reported a position in NAGE in Q4 2022 and held it in 1 quarter. The position peaked at $20.2K in Q4 2022. 59 funds tracked by Wall St. Rank hold NAGE as of Q1 2023.

  • HCR Wealth Advisors reported no remaining Niagen Bioscience position as of Q1 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 12,000 Niagen Bioscience shares in Q1 2023, an estimated $20.2K.
  • HCR Wealth Advisors first reported a position in Niagen Bioscience in Q4 2022 and held it in 1 quarter.
  • HCR Wealth Advisors's Niagen Bioscience position peaked at $20.2K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Niagen Bioscience as of Q1 2023.

Based on HCR Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.