IWM
NAGE

IHT Wealth Management’s Niagen Bioscience NAGE Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-1,668
Closed -$7K – 1416
2018
Q1 		$7K Hold
1,668
– – ﹤0.01% 1279
2017
Q4 		$10K Hold
1,668
– – ﹤0.01% 1208
2017
Q3 		$8K Hold
1,668
– – ﹤0.01% 1013
2017
Q2 		$21 Hold
1,668
– – 0.01% 776
2017
Q1 		$4K Buy
1,668
+834
+100% +$2.37K ﹤0.01% 1001
2016
Q4 		$3K Buy
+834
New +$2.27K ﹤0.01% 1002

Other funds holding NAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's NAGE Position: Q2 2018 in Review

IHT Wealth Management sold out of Niagen Bioscience (NAGE) in Q2 2018, closing a stake of 1,668 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in NAGE in Q4 2016 and held it in 6 quarters. The position peaked at $10K in Q4 2017. 64 funds tracked by Wall St. Rank hold NAGE as of Q2 2018.

  • IHT Wealth Management reported no remaining Niagen Bioscience position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,668 Niagen Bioscience shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in Niagen Bioscience in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Niagen Bioscience position peaked at $10K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.