KerberRose Wealth Management’s Nicolet Bankshares NIC Stock Holding History

KerberRose Wealth Management’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.22M	Buy	+16,920	New	+$1.37M	1%	22

Other funds holding NIC

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KerberRose Wealth Management's NIC Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Nicolet Bankshares (NIC) in Q2 2022: 16,920 shares worth $1.22M. The stake represents 1% of the portfolio and ranks #22 among its holdings.

132 funds tracked by Wall St. Rank hold NIC as of Q2 2022.

KerberRose Wealth Management held 16,920 shares of Nicolet Bankshares worth $1.22M as of Q2 2022.
Nicolet Bankshares was a new KerberRose Wealth Management position in Q2 2022.
Nicolet Bankshares made up 1% of KerberRose Wealth Management's portfolio in Q2 2022, its #22 holding.
132 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.