MSFP
NINE

Mark Sheptoff Financial Planning’s Nine Energy Service NINE Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NINE Stock Details NINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,000
Closed -$3.83K – 399
2023
Q2 		$3.83K Hold
1,000
– – ﹤0.01% 325
2023
Q1 		$5.56K Buy
+1,000
New +$10.3K ﹤0.01% 303

Other funds holding NINE

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's NINE Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Nine Energy Service (NINE) in Q3 2023, closing a stake of 1,000 shares — an estimated $3.83K sold.

Mark Sheptoff Financial Planning first reported a position in NINE in Q1 2023 and held it in 2 quarters. The position peaked at $5.56K in Q1 2023. 61 funds tracked by Wall St. Rank hold NINE as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Nine Energy Service position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 Nine Energy Service shares in Q3 2023, an estimated $3.83K.
  • Mark Sheptoff Financial Planning first reported a position in Nine Energy Service in Q1 2023 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Nine Energy Service position peaked at $5.56K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Nine Energy Service as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.