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Laidlaw Wealth Management’s Northern Trust NTRS Stock Holding History

Laidlaw Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,313
Closed -$283K – 380
2022
Q3 		$283K Hold
3,313
– – 0.07% 246
2022
Q2 		$320K Hold
3,313
– – 0.07% 256
2022
Q1 		$386K Hold
3,313
– – 0.06% 259
2021
Q4 		$396K Buy
+3,313
New +$397K 0.06% 258
2021
Q1 		– Sell
-5,138
Closed -$479K – 313
2020
Q4 		$479K Buy
+5,138
New +$453K 0.1% 195

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Laidlaw Wealth Management's NTRS Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Northern Trust (NTRS) in Q4 2022, closing a stake of 3,313 shares — an estimated $283K sold.

Laidlaw Wealth Management first reported a position in NTRS in Q4 2020 and held it in 5 quarters. The position peaked at $479K in Q4 2020. 685 funds tracked by Wall St. Rank hold NTRS as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining Northern Trust position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,313 Northern Trust shares in Q4 2022, an estimated $283K.
  • Laidlaw Wealth Management first reported a position in Northern Trust in Q4 2020 and held it in 5 quarters.
  • Laidlaw Wealth Management's Northern Trust position peaked at $479K in Q4 2020.
  • 685 funds tracked by Wall St. Rank held Northern Trust as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.