Mount Yale Investment Advisors’s Niagen Bioscience NAGE Stock Holding History

Mount Yale Investment Advisors’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-68,541	Closed	-$275K	–	423
2020 Q3	$275K	Hold	68,541	–	–	0.04%	286
2020 Q2	$315K	Hold	68,541	–	–	0.06%	261
2020 Q1	$223K	Hold	68,541	–	–	0.05%	261
2019 Q4	$302K	Hold	68,541	–	–	0.05%	277
2019 Q3	$194K	Hold	68,541	–	–	0.03%	296
2019 Q2	$300K	Hold	68,541	–	–	0.06%	266
2019 Q1	$287K	Hold	68,541	–	–	0.05%	262
2018 Q4	$242K	Hold	68,541	–	–	0.05%	277
2018 Q3	$254K	Hold	68,541	–	–	0.04%	279
2018 Q2	$254K	Hold	68,541	–	–	0.05%	274
2018 Q1	$288K	Buy	+68,541	New	+$359K	0.06%	246

Other funds holding NAGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's NAGE Position: Q4 2020 in Review

Mount Yale Investment Advisors sold out of Niagen Bioscience (NAGE) in Q4 2020, closing a stake of 68,541 shares — an estimated $275K sold.

Mount Yale Investment Advisors first reported a position in NAGE in Q1 2018 and held it in 11 quarters. The position peaked at $315K in Q2 2020. 83 funds tracked by Wall St. Rank hold NAGE as of Q4 2020.

Mount Yale Investment Advisors reported no remaining Niagen Bioscience position as of Q4 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 68,541 Niagen Bioscience shares in Q4 2020, an estimated $275K.
Mount Yale Investment Advisors first reported a position in Niagen Bioscience in Q1 2018 and held it in 11 quarters.
Mount Yale Investment Advisors's Niagen Bioscience position peaked at $315K in Q2 2020.
83 funds tracked by Wall St. Rank held Niagen Bioscience as of Q4 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.