MAWA
NB

Moss Adams Wealth Advisors’s NioCorp Developments NB Stock Holding History

Moss Adams Wealth Advisors’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,664
Closed -$53.2K – 155
2023
Q3 		$53.2K Buy
+14,664
New +$62.1K 0.02% 119

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Vanguard Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moss Adams Wealth Advisors's NB Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of NioCorp Developments (NB) in Q4 2023, closing a stake of 14,664 shares — an estimated $53.2K sold.

Moss Adams Wealth Advisors first reported a position in NB in Q3 2023 and held it in 1 quarter. The position peaked at $53.2K in Q3 2023. 55 funds tracked by Wall St. Rank hold NB as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining NioCorp Developments position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 14,664 NioCorp Developments shares in Q4 2023, an estimated $53.2K.
  • Moss Adams Wealth Advisors first reported a position in NioCorp Developments in Q3 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's NioCorp Developments position peaked at $53.2K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held NioCorp Developments as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.