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Moisand Fitzgerald Tamayo’s Northwest Natural Holdings NWN Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11
Closed -$523 – 805
2022
Q4 		$523 Buy
+11
New +$516 ﹤0.01% 735

Other funds holding NWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NWN Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Northwest Natural Holdings (NWN) in Q1 2023, closing a stake of 11 shares — an estimated $523 sold.

Moisand Fitzgerald Tamayo first reported a position in NWN in Q4 2022 and held it in 1 quarter. The position peaked at $523 in Q4 2022. 255 funds tracked by Wall St. Rank hold NWN as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Northwest Natural Holdings position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 11 Northwest Natural Holdings shares in Q1 2023, an estimated $523.
  • Moisand Fitzgerald Tamayo first reported a position in Northwest Natural Holdings in Q4 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Northwest Natural Holdings position peaked at $523 in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.