Kestra Advisory Services’s Navios Maritime Holdings Inc. NM Stock Holding History

Kestra Advisory Services’s Portfolio NM Stock Details NM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,310	Closed	-$30.6K	–	2357
2023 Q3	$30.6K	Hold	15,310	–	–	﹤0.01%	2075
2023 Q2	$25.1K	Hold	15,310	–	–	﹤0.01%	2071
2023 Q1	$27.7K	Hold	15,310	–	–	﹤0.01%	2016
2022 Q4	$26.8K	Sell	15,310 -62	-0.4%	-$119	﹤0.01%	2211
2022 Q3	$29K	Buy	15,372 +2,335	+18%	+$5.16K	﹤0.01%	2057
2022 Q2	$28K	Buy	+13,037	New	+$42.5K	﹤0.01%	2076
2021 Q1	–	Sell	-15,791	Closed	-$35K	–	2092
2020 Q4	$35K	Buy	+15,791	New	+$32K	﹤0.01%	1830

Other funds holding NM

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

Kestra Advisory Services's NM Position: Q4 2023 in Review

Kestra Advisory Services sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 15,310 shares — an estimated $30.6K sold.

Kestra Advisory Services first reported a position in NM in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q4 2020. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

Kestra Advisory Services reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
Kestra Advisory Services sold 15,310 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $30.6K.
Kestra Advisory Services first reported a position in Navios Maritime Holdings Inc. in Q4 2020 and held it in 7 quarters.
Kestra Advisory Services's Navios Maritime Holdings Inc. position peaked at $35K in Q4 2020.
1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

Based on Kestra Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.